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Busy insurance and financial planning practice in need of assistant (Cameron Park)

compensation: $20/hour
employment type: part-time
job title: Insurance and Financial Planning Assistant
Position Overview:
Join our dynamic insurance and financial planning practice offering flexible part-time hours with potential for full-time growth. You'll play a pivotal role in ensuring top-notch client service across various insurance products (life, disability, long term care, annuities) and comprehensive financial planning services. Responsibilities include appointment scheduling, application preparation, calendar management, overseeing staff continuing education, and license administration.

Ideal Candidate:
We're seeking an organized individual with meticulous attention to detail and a comfort with numerical data. Effective communication skills and a professional telephone demeanor are essential. Reliability and a background in finance or relevant experience are preferred.

Compensation:
Starting rate of $20/hour with no current benefits, but rapid business expansion anticipates future benefit offerings.
  • Principals only. Recruiters, please don't contact this job poster.

post id: 7762452520

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