高级顾问 Job at Independent Insurance Agent, San Diego County, CA

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  • Independent Insurance Agent
  • San Diego County, CA

Job Description

The ideal candidate will have strong presentation skills which will enable them to clearly present solutions to clients. They should be comfortable conducting research and analysis in order to establish a good understanding of the business at hand. They should have an interest in examining and streamlining processes in order to make them more efficient. 

 

Responsibilities
  • Facilitate and attend client meetings
  • Conduct necessary research to establish ideal solutions for client's business
  • Offer strategic and practical solutions to client problems
  • Present findings to client in concise and clear manner Identify opportunities for improved processes

Qualifications

  • Bachelor's degree
  • 4+ years of experience in related field
  • Proficient in Microsoft Office
  • Strong communication and presentation skills
  • Ability to work in a high-paced environment and manage multiple projects

Job Tags

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