Financial Strategist

We are seeking a dedicated professional who is passionate about helping clients achieve their financial goals and secure their financial future.

The ideal candidate will be responsible for attending meetings, seminars, and programs to learn about new products & services. This includes calculating premiums & establishing payment methods, as well as reporting the progress of initiatives to stakeholders.

Key responsibilities include maintaining bookkeeping systems, databases, & records, monitoring insurance claims, and meeting customers' expectation to ensure satisfaction of insurance coverage. Additionally, the successful candidate will fulfill all policy requirements, help clients settle any claims on their insurance, and customize insurance programs to suit individual customer needs.

Other key aspects of the role include ensuring that policy requirements are fulfilled, including completion of the appropriate forms, inspecting property in order to examine its overall condition and decide its insurance risk, and making sure all paperwork is filled out and filed to put insurance policies in place.

The Financial Strategist will also assist customers in properly completing insurance applications in order to act as an intermediary between the customer and the insurance company.