Description
The Practice Manager supports financial planning advisors and specialists by booking appointments, preparing quote sheets, coordinating meetings and business flow, assisting with client services, and marketing property/casualty insurance and business opportunities. The role requires a high school diploma or GED, strong communication and organizational skills, basic database skills, Microsoft Office proficiency, and the ability to obtain required licenses. Benefits include health, dental, and vision insurance, paid time off, a 401K, and other voluntary benefits.
