Financial Insurance Advisor
 Confidential | |
 United States, California, Irvine | |
 Nov 11, 2024 | |
|
Financial/Insurance Advisor (Irvine, CA) Help clients select the appropriate fin'l & insurance products that meet their personal needs & fin'l goals. Bachelor's deg in finance or a rltd field w/ coursework in finance & economics. 2 yrs of work exp analyzing fin'l data to provide insight about performance & effectiveness of available insurance plans. Proficiency in MS Office. | |