A person working as a Account Representative Financial Planning Insurance in United States of America will on average earn $45163 per year (pre-tax value). Salary is provided in USD ($/dollar) value.
Below is a break-down of yearly, monthly, weekly and hourly rate.
| Rate Type | Amount (USD) |
|---|---|
| Yearly salary | $45,163.00 |
| Weekly salary | $868.52 |
| Daily salary | $123.73 |
| Hourly salary | $15.47 |
This means account representative financial planning insurance salary is below average!
Job Industry: insurance
Description: An account representative in financial planning insurance is responsible for managing client accounts and providing personalized financial planning and insurance solutions. They work closely with clients to understand their financial goals, assess their risk tolerance, and develop comprehensive plans to meet their needs. Account representatives analyze clients' current financial situations, including income, expenses, assets, and liabilities, to recommend appropriate insurance products and investment strategies. They also assist clients with policy renewals, claims processing, and any necessary adjustments to their plans. Strong communication and interpersonal skills are essential in this role, as account representatives often engage in client meetings and presentations to discuss complex financial concepts and address any concerns or questions.
Tagged with: Account representative, Financial planning, Insurance solutions, Risk assessment, Investment strategies, Client management