AgencyCFO, LLC AgencyCFO™ Advisor Remote · Full time

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AgencyCFO™ Advisor Build your DREAM CAREER with us AgencyCFO™ is the best kept secret in the insurance industry, at least we think so! Everyone on our team has built the career of their dreams, maybe it’s time for your chance to do the same. The AgencyCFO™ program provides strategic and tactical financial solutions to independent insurance agencies across the U.S. We’re an entrepreneurial team that cultivates a warm and trusting atmosphere for team abundance. We work virtually with growth-minded organizations to improve and sustain their financial success. That’s right, our clients are counting on the AgencyCFO™ program to help run their business. With a high performing team, we’re able to fully integrate into all facets of the client’s agency and deliver exceptional service. In fact, our guarantee is to always be an extension of their business – never to create more work. The HIGH PERFORMER we’re looking to join our team: • Experienced in Insurance Agency financial management • Dynamic person • Has high integrity • Detail-oriented (accuracy is key in this business!) • Excellent communicator • Exceptional at priority management • Highly driven • Team-minded, yet can work independently • Wants to be the product solution, not just “overhead” If this sounds like you, you’ll want to reach out to us! www.AgencyCFO.com

Essential Duties and Responsibilities:

Client Tasks and Customer Relations

This role will serve as an account manager for the Agency Custom Financial Officer (AgencyCFO™) program and will be responsible for pulling client data monthly and inputting it into the custom financial model. 

Once the monthly information is set, the AgencyCFO™ Advisor will interpret the results, develop recommendations, and offer strategic financial guidance. 

The AgencyCFO™ Advisor will prepare agendas and execute client calls both with and without other team members.

Complete duties, as assigned and needed, to ensure clients have a seamless onboarding and ongoing client relationship experience.

Adapt to ever changing conditions (client requirements, time sensitivity, special projects etc.) to see that assignments are completed to customer satisfaction and in the best interest of the company.

Acts as point of contact for assigned clients on an ongoing basis and responds to client communications and requests within established standards.

Client tasks and customer relations apply to all current and future programs including, but not limited to: AgencyCFO™ Mastery™, Intelligence Suite™ and Executive Academy™.

Maintain positive contact with customers regarding all aspects of job and service

Input, manage and maintain AgencyCFO™ client deliverable database.

It is imperative these tasks are completed in an accurate and timely manner.

New Client Acquisition

Be an integral part of the prospecting activities, including but not limited to:

o  Preparing, attending and staffing booths for prospecting events

o  Contacting prospects for appointments and introductions

o  Executive briefing preparation

o  Executing contact campaigns

Marketing

o  As assigned, have an active role in the production of articles, blogs, podcast and videos.

o  Conference/trade show preparation and attendance.

Administrative Items

·      Track weekly/monthly/annual goals and objectives for the role.

·      Use Microsoft Outlook Calendar and video conferencing software for all internal and external interactions.

·      Responsible for any clerical duties associated with the role.

·      Manage SOP’s through documentation of processes through video capture and written procedures.

·      Take part in team meetings both virtually and in-person as the situation allows.

·      Complete other duties as assigned.