What are the responsibilities and job description for the Insurance and Financial Assistant position at Gould Financial Group?
Key Responsibilities
The Associate Financial Representative at Gould Financial Group is responsible for:
- Providing exceptional client service, responding to inquiries, and resolving issues
- Maintaining accurate records, filing documents, and processing correspondence
- Scheduling appointments, managing calendars, and coordinating events
- Supporting financial representatives in their daily activities, ensuring seamless client interactions
Requirements
To excel in this role, you should possess:
- Health and Life licensed or gain licensing within 6 months of employment
- Experience in administrative support or customer service, preferably in the financial services industry
- Excellent communication skills, both written and verbal
