Jobs at Estrada International Staffing Solutions

Job Overview

• As a Life Insurance Manager, you will be responsible for overseeing the life insurance department's operations, including policy administration, client relationship management, and strategic planning.
• You will play a critical role in developing and implementing effective sales strategies, ensuring compliance with industry regulations, and leading a team of professionals to achieve the company's objectives.

Responsibilities
Leadership & Management:

• Lead and manage the life insurance team, ensuring optimal performance and professional development.
• Foster a positive and productive work environment that encourages teamwork and continuous improvement.

Sales & Business Development:

• Develop and implement strategic sales plans to achieve business targets and growth objectives.
• Identify and pursue new business opportunities and partnerships to expand the client base.

Client Relationship Management:

• Maintain and enhance relationships with existing clients, ensuring high levels of customer satisfaction and retention.
• Address and resolve any client issues or concerns promptly and effectively.

Operations & Compliance:

• Oversee the administration of life insurance policies, ensuring accuracy and compliance with regulatory standards.
• Implement and monitor compliance with internal policies and external regulations.

Strategy & Planning:

• Contribute to the development of the company’s strategic goals and objectives.
• Analyze market trends and competitor activities to inform business strategies.

Qualifications
Education:

• Bachelor’s degree in Business Administration, Finance, Insurance, or a related field.
• Advanced degrees or professional certifications (e.g., Chartered Life Underwriter) are preferred.

Experience:

• A minimum of 5-7years of experience in the life insurance industry, with at least 3 years in a managerial role.
• Proven track record of success in sales, business development, and client relationship management.

Skills:

• Strong leadership and team management skills.
• Excellent communication, negotiation, and interpersonal skills.
• In-depth knowledge of life insurance products, policies, and industry regulations.
• Strategic thinking with the ability to develop and execute effective business plans.
• Proficiency in using insurance software and CRM systems.

Benefits

• Competitive salary and performance-based incentives.
• Comprehensive health and life insurance coverage.
• Professional development opportunities.
• Supportive and collaborative work environment.

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Position Overview

• As an Investment Manager, you will be responsible for managing client portfolios, developing investment strategies, and identifying new investment opportunities.
• You will work closely with clients to understand their financial goals and provide tailored investment advice.
• Your expertise in financial markets and asset management will be crucial in driving the company's growth and success.

Key Responsibilities
Portfolio Management:

• Manage and oversee client investment portfolios to ensure they meet performance objectives.
• Conduct regular portfolio reviews and adjust investment strategies as needed.

Investment Strategy:

• Develop and implement investment strategies that align with clients' financial goals and risk tolerance.
• Conduct thorough market research and analysis to identify new investment opportunities.

Client Relations:

• Build and maintain strong relationships with clients, providing regular updates and addressing any concerns.
• Conduct client meetings to discuss portfolio performance, market trends, and investment strategies.

Research & Analysis:

• Stay updated on financial markets, economic trends, and investment products.
• Analyze financial statements, market data, and economic indicators to make informed investment decisions.

Compliance & Reporting:

• Ensure all investment activities comply with regulatory requirements and company policies.
• Prepare detailed investment reports and presentations for clients and senior management.

Qualifications
Education:

• Bachelor's Degree in Finance, Economics, Business Administration, or a related field. Advanced Degrees or professional certifications (e.g., CFA, CFP) are preferred.

Experience:

• 5-7 years of experience in investment management or a related field.
• Proven track record of successful investment management and portfolio performance.

Skills:

• Strong analytical and quantitative skills.
• Excellent communication and interpersonal skills.
• Proficiency in financial analysis software and investment management tools.
• Ability to work independently and as part of a team.

Benefits

• Competitive salary and performance-based incentives.
• Comprehensive health and retirement benefits.
• Professional development and continuous learning opportunities.
• Collaborative and innovative work environment.