Finance Excellence Coordinator

• Client Financial Analysis: Conduct detailed financial analyses for clients to identify their insurance needs and recommend suitable life insurance policies.
• Policy Management: Oversee the management of life insurance policies, ensuring all client information is accurate and up-to-date.
• Sales Support: Assist in the sales process by providing financial insights and support to help close deals.
• Client Relationship Management: Build and maintain strong relationships with clients, providing ongoing financial advice and support.
• Team Leadership: Lead, mentor, and motivate a team of life insurance agents to achieve sales targets and business goals.

Commission

• Leadership Skills: Strong leadership and management skills, with the ability to motivate and guide a team.
• Analytical Skills: Strong analytical and problem-solving skills to assess financial situations and make strategic decisions.
• Communication Skills: Exceptional verbal and written communication skills to effectively interact with clients, and team member.
• Adaptability: The ability to adapt to changing market conditions and client needs, and to drive continuous improvement within the team and organization.