Finance Excellence Coordinator Job at Globe Life, Berrien Springs, MI

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  • Globe Life
  • Berrien Springs, MI

Job Description

  • Client Financial Analysis: Conduct detailed financial analyses for clients to identify their insurance needs and recommend suitable life insurance policies.
  • Policy Management: Oversee the management of life insurance policies, ensuring all client information is accurate and up-to-date.
  • Sales Support: Assist in the sales process by providing financial insights and support to help close deals.
  • Client Relationship Management: Build and maintain strong relationships with clients, providing ongoing financial advice and support.
  • Team Leadership: Lead, mentor, and motivate a team of life insurance agents to achieve sales targets and business goals.
  • Commission

    • Leadership Skills: Strong leadership and management skills, with the ability to motivate and guide a team.
    • Analytical Skills: Strong analytical and problem-solving skills to assess financial situations and make strategic decisions.
    • Communication Skills: Exceptional verbal and written communication skills to effectively interact with clients, and team member.
    • Adaptability: The ability to adapt to changing market conditions and client needs, and to drive continuous improvement within the team and organization.

Job Tags

Full time,

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