Requirements:
- Minimum 2 years of experience in insurance or wealth management.
- Bachelor’s degree.
- Strong customer service orientation with excellent communication skills.
- Ability to collaborate within a team and work independently with initiative.
- Full-time, onsite position.
- Compensation commensurate with experience (salary/hourly).
- Comprehensive benefits package including retirement, life/DI, and medical plans.
- Exceptional attention to detail.
- Proven ability to manage multiple projects concurrently.
- Outstanding organizational abilities.
About Planned Financial Services, LLC: For over 65 years, Planned Financial Services, LLC has been a trusted pillar of the Clarkston community, committed to demystifying financial planning and delivering tailored solutions paired with exceptional service. Our team of experts specializes in insurance, investments, tax planning, retirement, and estate planning, with a particular focus on assisting individuals with disabilities and special needs. Join us in our mission to guide clients toward lasting financial security with personalized care and expertise.
Job Type: Full-time
Pay: $50,000.00 - $70,000.00 per year
Benefits:
- 401(k)
- 401(k) matching
- Dental insurance
- Health insurance
- Paid time off
- Vision insurance
Schedule:
- 8 hour shift
- Monday to Friday
Experience:
- Customer service: 1 year (Preferred)
Ability to Commute:
- Clarkston, MI 48346 (Preferred)
Ability to Relocate:
- Clarkston, MI 48346: Relocate before starting work (Required)
Work Location: In person