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Financial Planning and Insurance Consultants at Performance Consultants of America

  • Location: Texas
  • Type: Full Time
  • Posted: October 5, 2024

Industry: Financial Planning Consultants,Insurance Consultants & Analysts

Employment Type: Full Time

Work Hours: 8

Salary: $20 To $30/An Hour

Location:  United States

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Full Job Description

Performance Consultants of America: Financial Planning Consultants

About Us

Performance Consultants of America is a leading financial consulting firm that specializes in providing personalized financial planning services to individuals, families, and businesses across the country. With a team of highly skilled professionals and a commitment to excellence, we help our clients achieve their financial goals and secure their financial future.

We are Hiring Financial Planning Consultants!

Job Title: Financial Planning Consultant

Location: Nationwide

Salary: Competitive

Job Description

As a Financial Planning Consultant at Performance Consultants of America, you will work closely with clients to understand their financial goals and create customized plans to help them achieve these goals. You will provide expert advice on investment strategies, retirement planning, tax optimization, estate planning, and more.

Key Responsibilities

  • Conduct thorough financial assessments for clients
  • Develop comprehensive financial plans tailored to each client’s needs
  • Monitor and adjust financial plans as needed
  • Provide ongoing financial education and guidance to clients
  • Stay up-to-date on market trends and new financial products

Qualifications

  • Minimum of 3 years of experience in financial planning
  • Certified Financial Planner (CFP) designation preferred
  • Strong knowledge of investment strategies, tax laws, and financial products
  • Excellent communication and interpersonal skills
  • Ability to work independently and as part of a team

Benefits

  • Competitive salary
  • 401(k) retirement plan
  • Health insurance
  • Paid time off
  • Ongoing training and professional development opportunities

How to Apply

If you are a passionate and knowledgeable financial planning professional looking to join a top-tier firm, we want to hear from you! Please apply on this page.

Join Performance Consultants of America and help our clients build a secure financial future!

Performance Consultants of America: Insurance Consultants & Analysts

About Us

Performance Consultants of America is a well-established financial consulting firm that specializes in insurance consulting and analysis services for individuals and businesses. Our team of experts is dedicated to helping clients navigate the complexities of the insurance industry and find the best solutions to protect their assets and mitigate risks.

We are Hiring Insurance Consultants & Analysts!

Job Title: Insurance Consultant & Analyst

Location: Multiple locations nationwide

Salary: Competitive

Job Description

As an Insurance Consultant & Analyst at Performance Consultants of America, you will work closely with clients to assess their insurance needs, analyze existing policies, and recommend tailored insurance solutions. You will research insurance products, negotiate with insurance providers, and provide ongoing support to clients to ensure their coverage meets their evolving needs.

Key Responsibilities

  • Conduct comprehensive insurance assessments for clients
  • Analyze existing insurance policies and coverage
  • Research insurance products and providers
  • Create customized insurance plans for clients
  • Provide ongoing support and advice on insurance matters

Qualifications

  • Minimum of 2 years of experience in insurance consulting or analysis
  • Insurance license or certification preferred
  • Strong knowledge of insurance products, policies, and regulations
  • Excellent analytical and problem-solving skills
  • Ability to communicate complex insurance concepts clearly to clients

Benefits

  • Competitive salary
  • Health insurance
  • 401(k) retirement plan
  • Paid time off
  • Professional development opportunities

How to Apply

If you have a passion for insurance consulting and analysis and want to join a dynamic team of experts, we would love to hear from you! Please apply on this page.

Join Performance Consultants of America and help clients protect their assets and secure their financial future with the right insurance solutions!

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