Practice Manager
Hantz Group recognizes that each area of one’s financial situation impacts the other and that is why we offer a holistic approach to our client’s financial planning. Financial Planning is the core of our holistic approach. As a Financial Planning Assistant, you will work as part of a team with Financial Advisors and other Specialist within the organization. The role varies depending on the needs of the financial planning practice but often includes meeting prep, communicating with clients and our operations team to follow up on business flow. Practice Manager can grow within the practice, obtain their licenses to grow their career or become a Financial Advisor.
Essential Job Functions:
- Assist in booking appointments for advisors
- Prepare declaration page quote sheet for meetings
- Market for property/casualty insurance service opportunities
- Assist advisors with client services
- Coordinate business and meetings with advisors, tax team and estate planners
- Market to companies for business opportunities
- Comply with All Industry Rules and Regulations
- All other tasks assigned
Education/Knowledge & Skills:
- High School Diploma/GED
- Strong oral and written communication skills
- Strong organizational skills
- Basic database skills
- Proficient in Microsoft Office
- Must be Able to Obtain Required Licenses*
Benefits:
- Health/Dental/Vision Insurance, Paid Time Off, 401K, Vol LTD, Vol Life, Flexible Spending
- Eligibility Requirements Vary
Recommended Jobs
Assistant Property Manager
SCOPE : Working under the supervision of the Property Manager, the incumbent assists the Property Manager in the supervision of staff work necessary for the proper completion of all property mana…
Packaging Specialist
Packaging Specialist Department: Post-Harvest / Packaging Reports To: Packaging Supervisor Position Summary The Packaging Specialist is responsible for accurately weighing, packaging, …
Maintenance Technicians
Job Description Day-to-day responsibilities: The Maintenance Technician is responsible for maintaining, troubleshooting, and repairing production equipment and facility systems to ensure s…
Project Management Specialist
Job Summary JOB DESCRIPTION This Project Manager position involves project management responsibilities for projects or workstreams supporting regional or global initiatives. This individual l…
Associate Attorney
Job Title: Associate Attorney Location: Cincinnati, OH (Onsite) Employment Type: Full-Time, Permanent Job Summary We are seeking an Associate Attorney to join our onsite team in C…
Fire Chief
Fire Chief, City of Traverse City, Michigan #Fire Chief Recruitment Brochure Lead. Innovate. Protect. The City of Traverse City is seeking a forward-thinking, transformational leader to serve as…
Lead Product Sales
Create Your Experience of a Lifetime! Come work and play in the mountains! Whether it’s your first-time seeing snow or you were born on the slopes, joining our team means discovering (or re-di…
EPIC SYSTEMS ANALYST - AMBULATORY AND EPICCARE LINK
Why Beebe?: Become part of the Beebe team - an inclusive team positioned in a vibrant, coastal community. Enjoy a fulfilling career as you support the health of our patients and a team focused on exc…
Civil/Structural Designer
Title: Civil/Structural Designer KBR Sustainable Technology Solutions (STS) provides holistic and value-added solutions across the entire asset life cycle. These include world-class licensed pr…
Certified Registered Nurse Anesthetist (CRNA), Endoscopy - Full-Time - Cincinnati, OH
Join an Anesthesia Team That Values Your Expertise, Your Work-Life Balance, and Your Future About the Opportunity: Gastro Health is seeking full-time CRNAs to join our outpatient endoscopy cent…