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Account Representative, Financial Planning & Insurance
Job Description
People with the job title Account Representative, Financial Planning & Insurance typically fall into one of the following PayScale standard occupations.
Advise clients on financial plans utilizing knowledge of tax and investment strategies, securities, insurance, pension plans, and real estate. Duties include assessing clients' assets, liabilities, cash flow, insurance coverage, tax status, and financial objectives to establish investment strategies.
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- Houston, Texas
- Columbia, South Carolina
- Denver, Colorado
- Allentown, Pennsylvania
- San Diego, California
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The latest career advice from people with this job:
Account Representative, Financial Planning & Insurance Jobs
Always be an Asset
Account Representative, Financial Planning & Insurance - (City withheld for privacy), Illinois, United States
I have only been working in this position/field for 2 1/2 years, but the biggest thing that I've heard and witnessed is being an asset secures your job.
In my second year I recommended myself for almost every possible test program or group that I could get involved. With only 50% of those programs making it through, the fact that I put my face and name out there made me someone to rely on.
Being perfect is a goal, but not a reality. I suggest anyone in this field strive to put their bes...
Posted in Job Security on 16 Oct 2009
