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Affiliated Associate

Company: Transamerica Agency Network
Location: Dayton
Posted on: November 11, 2019

Job Description:

The ideal candidate for this position will help us identify new investment opportunities and monitor our existing portfolio of clients. To assist with these efforts, you will conduct financial reviews, develop new clients, and conduct proposals and close the deals. Responsibilities

  • Research industry and market dynamics
  • Conduct modeling and financial analyses
  • Participate in writing financial plans or proposals
  • Monitor lapse and projections
  • Assist in financial planning efforts
    Qualifications
    • Bachelor's degree or equivalent experience
    • 0 - 1 year professional working experience
    • Strong communication and interpersonal skills

Keywords: Transamerica Agency Network, Dayton , Affiliated Associate, Other , Dayton, Ohio

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