TITLE: Financial Analyst
REQUIREMENTS: Bachelor’s Degree in Business, Finance or a related field.
JOB DUTIES: Develop and implement strategies to enhance client retention and maximize account profitability through in-depth financial analysis. Analyze clients’ financial health, risk exposure, and long-term goals to recommend tailored insurance and investment solutions. Oversee policy renewals, including risk assessment, policy evaluation, and premium negotiations, ensuring optimal coverage and cost-effectiveness. Design customized insurance strategies aligned with client data and business objectives. Identify opportunities for cross-selling and upselling by analyzing clients’ risk profiles and financial needs. Conduct regular client reviews to evaluate coverage adequacy, mitigate risks, and recommend necessary adjustments. Ensure compliance with regulatory requirements when structuring insurance and investment solutions.
CONTACT: Mail resume to:
Tri-City Insurance Agency,
4400 Nolensville Pike,
Nashville, TN 37211
Jobsite: Nashville, TN (Full-Time Position)
