Senior Financial Planning Consultants) to position and deliver insurance solutions within a coordinated, client-centric process, Participating in branch & regional meetings/activities, Communicating with sales management leaders on advisor activities, roadblocks, successes, etc, 3) Increase awareness of advisors and help them to identify insurance opportunities by, Meeting individually with advisors to discuss individual clients within their businesses, Providing insights to Market Directors that will support their own advisor engagement efforts, Ensuring that available insurance company resources (e.g. Telling customers about their options. Develops of completes sales objective. Promoted agency products to customers in person, on the telephone and in writing. When writing your resume, be sure to reference the job description and highlight any skills, awards and certifications that match with the requirements. Business Management, Customer Relations, Customer Support, Technical Management. Pursues prospects in the Sales Funnel and Best Few with a strategy for selling each account. Ajilon is partnering with a local company to find an HR Consultant to assist their growing Seattle branch. No need to think about design details. Experienced with developing customized insurance policies, providing consultation on risk management, and analyzing institutional insurance requirements. Analyzed and interpreted blueprints, data and manuals to determine precise specifications. Because of the Commute Filter, your results are limited. Strategic planning and client relationship management expert. Liaison between office clinicians, physicians, and insurance companies as needed to obtain client insurance authorizations. of your interest, Manage teams of consultants on various assignments to help our clients tackle in their challenges, Enhanceyour network in the Luxembourgish and international market, Push your boundaries and have the chance to exploit our Global network for career opportunities, Team up with dynamic and energetic young professionals within a challenging and knowledge sharing environment, Receive and prioritize claims, questionnaires, determinations and other unemployment related data, Investigates and resolves any client concerns with supervisor, other departments and/or Account Managers in a timely manner, Overtime is required in order to meet client deadlines, Previous office experience with an emphasis on customer service, organization of work duties and performing job functions independently, 4-6 weeks of immediate, mandatory and uninterrupted training are required upon hire, Excellent interpersonal, oral and written communication skills, Ability to follow policies and procedures; complete administrative tasks correctly and on time, Self-motivated with high level of initiative, Proficiency with Microsoft Office PC applications including Word, Excel, and Outlook, Manage and track changes to system requirements throughout the development, testing and maintenance life cycle, maintaining accurate documentation at all times, Ability to challenge users, business analysts and others, to achieve appropriate and desired solution for the business, Create Business and Functional Requirements documents, 1-3 years experience insurance domain knowledge and consultant skills, Review and edits requirements, specifications, business processes and recommendations related to proposed solution, Develop functional specifications and system design specifications for client, Maintain continuous communication with client and developers throughout project lifecycle to ensure final product meets requirements and expected outcomes of the client, Collaborate with developers and subject matter experts to establish the technical vision and analyze trade-offs between usability and performance needs, At least Bachelor degree in Engineering/ Information Technology/ Business or other related, 5-8 years experience insurance domain knowledge and consultant skills, Experience in sales or retention, ideally with the Insurance sector, Previous experience of both Inbound and Outbound call operations, An understanding of Insurance policies would be ideal, The ability to adopt to working in a FCA regulated environment, Establish partnerships and rapport with clients in support of their unemployment processing needs, Provide excellent customer service by being responsive/available and providing timely unemployment processing expertise, Receive and prioritize claims, questionnaires, determinations and/or other unemployment related data, Analyze individual case information by reviewing data accessed through internal systems/platforms, from the investigative telephone calls or document images, to determine a response, Determine and appropriately process unemployment data per SIDES and/or CaseBuilder technologies and advise/counsel clients accordingly, Provide hearing consultation and/or preparation to clients if so required, Apply state laws and regulations in response to unemployment documents utilizing details regarding an employee’s separation provided by clients, Respond to a client or state agency with all pertinent details within the time frame allowed by the state or departmental procedures, Initiate timely telephone calls, faxes or emails to the customer to obtain, document or pass along needed information, Verify and analyze client information stored on internal systems/platforms prior to calling the client to ensure that each call is focused and complete and customer satisfaction is achieved, Document details of client calls while on the phone, fax activity and email activity, entering into in-house systems as necessary/required, Overtime is occasionally required in order to meet client needs, Excellent analytical skills, problem solving and decision making abilities, Ability to handle a high volume of work and work under deadlines, Associate’s degree (A.A.) or equivalent from two-year college or technical school; or two years customer service related experience and/or training; or equivalent combination of education and experience. Sales success will be accomplished through the following activities, Manage risk management opportunity pipeline, Providing point of sale support to financial planners and advisors, Provide excellent customer service by establishing a rapport with clients and the state agencies, Ensures that work is accurate and complete, processed in a timely manner with proper spelling and grammar, Document details of client calls while on the phone, inputting this directly into the PC via keyboard for future review, Respond to a customer or state agency with all pertinent details within the time frame allowed by the state or departmental procedures, Using the details regarding an employee’s separation provided by the client, interpret and apply state laws and regulations in response to unemployment documents, Verify and analyze client information stored on the PC prior to calling the client to ensure that each call is focused and complete and customer satisfaction is achieved, Analyze individual case information by reviewing data accessed through the PC, from the investigative telephone calls or document images, to determine if the facts warrant a response, Assists with checking completed and ongoing work of newly trained employees, ensuring a high level of performance, Assists with client and/or account manager concerns, questions and follow-up, Performs additional functions as requested to meet the goals of the department, Ensure that work is accurate and complete, processed in a timely manner with proper spelling, grammar and format, Acts as a source for answers/guidance for employee questions and investigates through research any concerns that arise, Good communication and interpersonal skills, Underwriting, Claims, or Policy Administration, Product and processes and insurance distribution experience, Customer Relationship and Channel Management, Provide integrated life insurance planning and advice by understanding each client’s needs, Present potential solutions to prospects and clients, Generate sales and leads from within other Aon practices and divisions, Develop and implement business and marketing plans from client base segmentation, Participate in national and regional product development meetings, Working with an in depth understanding of the DS business (including practice management approach, client segmentation and prospecting routines) and how Insurance adds to the value proposition, Representing RBCI and building strong relationships with DS IAs and DS EPSs, within assigned DS branches to increase awareness of RBC insurance product solutions to fit client needs based on individual risk assessments, Meeting directly with clients on behalf of their DS IA with the objective of recommending and fulfilling RBCI solutions that are most suited to the clients risk management and /or estate planning needs, Proven experience working within bank owned IIROC / Wealth Management based channel, Financial Planning Designation or currently enrolled in such accredited courses, 5+yrs seasoned sales experience in the Life and Living Benefits industry, Excellent written / verbal communication skills and presentation skills, Knowledge of RBC Dominion Securities and /or RBC Insurance preferred, Ability to work effectively with peers and to be perceived by others as team player, Projects a positive and professional image to Investment Advisors, Estate Planning, Specialist, service partners and external clients, Sources prospects through a variety of means which may include but not limited to warm calling, referrals, and partnering with internal partners. Components include total asset growth (new sales), client surveys, closing ratio, and … Interpreted and relayed legal information in a clear format for clients. As an insurance consultant you will visit clients and provide advice on insurance products and matters so you will need to be a confident communicator and have a sales aspect to your role. Calculated and set controls to regulate machining factors like part speed, feed, coolant flow, depth and angle of cut and clamping methods. Financial Consultant Resume. Depending on whether you aspire to be an independent agent or work for a big company, you will be composing a slightly different one. Prepared necessary paperwork to process insurance sales and renewals. In addition, a so-called insurance consultant who is not licensed or does not possess technical knowledge should not be advising clients. Objective : Registered Financial Consultant with extensive experience in both insurance and securities.I am seeking a position in either Financial Services or Business to Business Consulting which will allow me to continue to grow and prosper while doing what is best for clients. Insurance companies and licensees can call 860-297-3800 directly. Insurance Consultants & Analysts Insurance. Consultant Resume Objective: If you’re a recent grad or at a point of changing career paths, pick a resume objective. ... in HR and one in insurance. Compiled coverage and rating information in an accessible format. Rated as the top overall score in all areas every year employed at TIAA-CREF. Redmond, WA 98052. In 2012 was ranked as #2 Financial Consultant out of 212 consultants across nation. Meets with prospects through a financial planning discovery process with a focus on business insurance planning including executive compensation, life insurance, disability income, and long term care coverage for both individuals and multiple lives. Key Insurance Broker Skills Find and apply today for the latest Insurance Consultant jobs like Insurance Advisor, Commercial Insurance Executive, Insurance Technician and more. Management of new and or existing portfolio leading to the delivery of sales targets and business objectives primarily focusing on academy, independent and other schools, Working under supervision of the sales manager and/or a senior member of the team, you will be responsible for delivery of own sales and business performance targets together with the management of an existing caseload, Responsible for delivery of own sales targets through rigorous prospecting and pipeline which will be centrally supported, Success in the role will lead to significant career development within an organisation that offers exciting opportunities both within the UK and elsewhere, Our continuing success means we’re looking for dynamic, ambitious and results-focused sales professionals and/or insurance specialists who have the talent, skills and desire to meet our challenging targets for the future, Willing to take ACII or DipCII accreditation if not already achieved, Driven and motivated by delivering results in a challenging environment. If a client sends you work late on a Friday and needs the results by Monday afternoon, how would you handle it? Insurance Broker. Insurance Consultant 04/2015 to 08/2015 Aflac Southaven, MS. Sometimes called errors and omissions insurance (or E&O) for short, professional liability insurance is a must-have. Virginia ranks number 19 out of 50 states nationwide for Insurance Consultant salaries. Sales Consultant. ), Readiness to travel Up to 4 days a week (home on weekends-based on project requirements), Candidate must possess an university degree from a recognized university, Candidate should exhibit good communication skills, possess excellent service attitude and are highly self-driven and positive, Candidate should possess sound knowledge of financial planning skills, insurance laws, insurance products and investment products, Candidates with good knowledge of tax law and general financial and economic market would be advantageous, Candidate with AFP or CFP would be highly advantageous, Work experience: at least 2 years of experience in wealth management in a bank or financial planning experience in an insurance company, Serves as a primary analyst assigned to review and confirm valuations of subsidiary securities, by performing valuation assessments, Provides explanation of analysis as well as findings as results, Provide analytical data to help develop industry standards, based on the results of the valuations, Assists in the staff support for the Statutory Accounting Principles Working Group (SAPWG), Interprets and makes preliminary determination as to appropriate accounting treatment based upon regulatory objectives, Achieve annual sales targets, which will be developed based on discussions that occur each year during the business planning process and which will take into consideration the makeup of each region, Increase awareness of advisors and teach them to identify insurance opportunities within their books of business and to introduce the opportunity and position their IC with their clients, Manage the sales process from beginning to end, which may include conducting meetings with advisors, their clients, and their Centres of Influence (COIs), taking applications for insurance, handling the underwriting process, delivering policies, and servicing that business, Build and maintain strong relationships throughout the region, engaging in regular branch visits and communicating effectively with Regional Managers, Branch Managers, Advisors, and branch staff, Liaise with strategic partners, such as wholesalers and other insurance company resources, to increase branch presence, training efforts, and client/group/ business sales presentations, Demonstrate team leadership by participating regularly in group conference calls and meetings, and through a willingness to share knowledge, information, and advice with your peers, as well as managing the needs of their individual team members, 5+ years experience in the insurance industry in management or sales capacity, Ability to open sales discussions with Advisors and clients and the ability to close deals, Experience managing and training sales professionals, CFP designation or currently working towards CFP designation, At least 5 years experience in the insurance landscape in Australia/New Zealand and an overall appreciation of emerging trends on a global basis, At least 5 years experience in working at senior management level to understand needs, priorities and how the implemented recommendations will support operations, At least 5 years experience in proposal development, At least 5 years experience in industry solutions, At least 5 years experience in consulting, Advise on insurance operational processes resulting in successful organisational improvements and optimisations, Be involved in projects from the selection of the most relevant tools/techniques that meet client requirements to the design of deliverable content, the coordination of activities between work streams and the identification of changes in scope, Contribute to the local and international visibility of our firm on Solvency II issues, Share your knowledge of insurance products and processes by participating to training sessions and events, strengthening our presence in the insurance sector, Cultivate effective client relationships and pursue new client opportunities while constantly building your market eminence with the support of our network of experts on banking topics, technologies, trends, regulations, innovations, etc. A client sends you work late on a continuing basis, sales training seminars and product knowledge workshops business,... 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