Finance – Lina HR – Recruitment Solution
Insurance Agent
    • Responsibilities:
      • Sell insurance policies to individuals and businesses, including life, health, property, and casualty insurance.
      • Assess client’s needs and recommend appropriate insurance coverage options.
      • Provide information about insurance products, rates, and benefits to clients.
      • Process insurance applications, policy changes, and claims.
      • Build and maintain relationships with clients to ensure customer satisfaction and retention.
    • Requirements:
      • Insurance license from the relevant regulatory authority.
      • Proven sales experience, preferably in the insurance industry.
      • Strong communication and interpersonal skills.
      • Knowledge of insurance products and regulations.
      • Ability to work independently and meet sales targets.

Certifications For Accountants: 8 Top Credentials To Consider | Franklin.edu

Financial Services Agent

This is a full-time remote Financial Services Agent position. You will be responsible for prospecting and selling insurance policies, managing insurance portfolios, maintaining customer relationships, and ensuring customer satisfaction. You will also provide financial advice to clients and assist them in making informed decisions about their insurance needs.

Responsibilities:

  • Conducting financial needs assessments for clients
  • Recommending appropriate financial products and services
  • Building and maintaining relationships with clients
  • Providing ongoing support and advice to clients
  • Keeping up-to-date with industry trends and developments
  • Meeting sales targets and objectives

Qualifications:

  • Bachelor’s degree in Finance, Business, or related field
  • Previous experience in financial services or sales preferred
  • Strong communication and interpersonal skills
  • Ability to work independently and as part of a team
  • Excellent organizational and time management skills
  • Proficiency in Microsoft Office Suite

Benefits:

  • Competitive salary and commission structure
  • Comprehensive benefits package, including health insurance and retirement plan
  • Opportunities for career advancement and professional development
  • Supportive and collaborative work environment
    How To Become An Accountant: A Step-By-Step Guide – Forbes Advisor
Accountant Specialist
    • Responsibilities:
      • Prepare and maintain financial records, including general ledger accounts, financial statements, and tax returns.
      • Analyze financial data to ensure accuracy and compliance with accounting regulations.
      • Manage accounts payable and accounts receivable processes, including invoice processing and collections.
      • Assist with budgeting and forecasting activities, and provide financial reports to management.
      • Ensure compliance with relevant laws and regulations, including GAAP and tax laws.
    • Requirements:
      • Bachelor’s degree in Accounting, Finance, or related field.
      • CPA certification preferred.
      • Strong knowledge of accounting principles and regulations.
      • Proficiency in accounting software and Microsoft Excel.
      • Excellent analytical and problem-solving skills.
        What Does an Accountant Do? Responsibilities, Skills & Trends


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