Provide underwriting with timely and complete underwriting survey reports. Submit technically sound recommendations to improve risk desirability and help control loss experience. Skills and Requirements Include: Knowledge of/experience with PC-based computer software.
Providing technical expertise in applying business development strategies. Providing technical support and policy advice in municipal finance, local public finance and local private finance. Applicants must meet the following qualifications:
Having direct client contact and responsibility for client representation with the IRS. Position Requirements Include: Consider IRS certified EAs (Enrolled Agents) Strong tax technical skills. Very good credit rating. Direct entry Partnership.
Familiarity with the technical infrastructure of Client Server and Web based applications. Proficiency in quality management methods, tools and technologies. Ability to persuade and influence others on the best approach to take.
Pitching outside writers/editors story ideas and content on a weekly basis. Creating and presenting research assignments on a monthly basis. Position Requirements Include: Availability to travel up to one week per quarter for work-related activities and events.
Demonstrates technical expertise to consistently explain rationale behind the recommendations. 10 years of sales and relationship management experience. Advanced knowledge of investment, estate and tax planning, credit and risk management. Bachelor's Degree with CFP designation or equivalent.