FP&A Senior Analyst role at CVS Health focusing on expense management within the DDAT Finance Organization. Collaborating with cross - functional teams and performing financial analyses and reporting.
About the role
- Financial Representative assisting individuals and businesses with personalized insurance solutions and financial planning. Building long-term relationships and providing tailored guidance.
Responsibilities
- Engage with clients to understand their financial goals, aspirations, and concerns.
- Develop comprehensive financial plans that include investments, insurance, and retirement.
- Recommend and implement insurance strategies to protect clients' assets and income.
- Monitor clients' financial plans and provide regular updates, adjusting strategies as needed to meet changing circumstances.
- Build and maintain a network of clients through referrals, community involvement, and professional associations.
Requirements
- Strong interpersonal and communication skills
- Analytical thinking
- Ability to build trust and rapport with clients
- Obtain necessary licenses, such as Series 6, 63, and state insurance licenses (training and sponsorship available)
Benefits
- Retirement
- Company parties
- Dental insurance
- Flexible schedule
- Health insurance
- Opportunity for advancement
- Training & development
- Vision insurance
Job title
Job type
Experience level
Salary
Degree requirement
No Education Requirement
Location requirements
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