Finance representative vs finance planner

Differences between finance representative and finance planner duties and responsibilities

Finance representative example responsibilities.

• Work in QuickBooks to process payroll, submit payroll taxes, manage accounts payable and record income.
• Manage client relationship by presenting solutions for customers state and unstate needs while cross-selling company products.
• Manage financial statements and work independently to produce accurate records for petty cash, bank reconciliations, and data inventory.
• Educate clients and provide financial and retirement solutions utilizing life insurance and annuities.
• Demonstrate ability to continually learn and apply that knowledge and execute necessary details involve with the risk management and securities industry.
• Facilitate timely customer service by opening new accounts and cross-selling products enabling co-workers to maintain focus on their primary job duties.
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Finance planner example responsibilities.

• Manage financial planning, educate clients on fix indexed annuities, and consistently analyze financial markers and ever-changing client needs.
• Manage and strengthen customer relationships through cross-selling and up-selling to maximize retention and income generation by contacting existing and prospective customers.
• Represent a large brokerage firm for products and services through direct sales.
• Educate clients in tax implications for products that include mutual funds, securities, and retirement plans.
• Redesign the existing report from a value-base manual effort to a Hyperion driven report, vastly improving both efficiency and accuracy.
• Gain additional responsibility as a season FSR.
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