What are the responsibilities and job description for the Financial Services Consultant position at Alchemy Financial Group?
Company Overview
Key Responsibilities:
Key Responsibilities:
- Build strong relationships with clients through excellent customer service and policy sales
- Conduct thorough reviews of insurance policies with clients
- Maintain accurate client records and manage policy renewals
- Ensure efficient settlement of insurance claims
- BA/BS in business, economics, or related field preferred
- Appropriate insurance licensing where required by law
- Excellent communication and negotiation skills
- Strong organizational and time-management abilities
- Proficient software skills, including Microsoft Office Suite
