Manager of Traditional Insurance and Annuities -- Financial Services
CCI ConsultingPennsylvania, United States
Posted December 5, 2013
Full Time
About the Company
CCI Consulting, now part of Keystone Partners, is a trusted provider of Talent Management and HR Consulting solutions since 1988. We offer integrated talent strategies to empower leaders, engage teams, and align people with business goals. Our services include Talent Acquisition & Retention, Leadership & Team Development, HR Operations & Strategy Support, Career Development & Transition, and more, ensuring organizations navigate critical moments with confidence.
Job Description
Maintain a comprehensive awareness of Company’s Traditional Insurance (life, LTC and DI) and Annuity product offerings and industry trends, and be able to respond and coordinate to financial advisors specific requests for information. Assist with promotion in combination with leveraging expertise in annuities. Partner with financial advisors to determining product suitability.
Requirements
- Knowledge of Traditional Insurance, Annuities and other investments.
- Extensive spreadsheet (MS Excel), database (MS Access), and word processing (MS Word) applications knowledge.
- Experience with Microsoft Visual Basic and the development of Excel Macros
- Strong presentation skills
- Ability to interact with people at all levels
- Strong problem solving skills
- Detail oriented
- Ability to manage multiple tasks while still meeting required deadlines
- Organizational and time management skills
- Flexibility
- Customer service orientation
- Ability to understand new concepts quickly and communicate them to others
