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Director of Insurance and Marketing - Part-time
| Hours | Part-time |
|---|---|
| Location | Addison, TX Addison, Texas |
About this job
Looking for Top Talent to Join Our Team
Full service financial planning firm is looking to hire in the marketing, social media, and client service capacity. We have a large client base and integrate investment, insurance and estate planning into a holistic approach to multi-generational financial security. We are in growth mode! We're looking for talent that will complement our existing team and help us grow to our full potential.
Duties May Involve
*Ensuring coordination of client onboarding
*Enhancing relationships with loyal clients
*Managing back office insurance operations
*Underwriting Process
*Customer Service
*Scheduling
*Running Reports
*Social Media and all digital marketing
*Marketing and Client Segmentation
*Client Appreciation Events
We are looking for a team player for our unique and goal driven firm with opportunity for growth and development, and for competitive compensation. Previous experience in the insurance or financial planning industry, General Lines State (Texas) insurance license is a plus, but not required.
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