Financial Services Advisor
2 weeks ago
Position Summary:
We are seeking a dedicated professional to become part of our successful team in the role of Financial Services Advisor. This position is ideal for individuals who are enthusiastic about fostering customer relationships and enhancing our business through insightful discussions and exceptional service.
Key Responsibilities:
- Build and maintain strong customer relationships, ensuring regular follow-ups as necessary.
- Utilize a customer-centric, needs-based approach to inform clients about various insurance solutions.
What We Offer:
- Competitive salary with commission and bonus opportunities
- Comprehensive health benefits
- Profit-sharing plans
- Paid time off including vacation and personal/sick days
- Opportunities for professional growth and advancement within the agency
Qualifications:
- Preferred experience in sales (whether in outside sales, retail, or telemarketing)
- A genuine interest in the role that insurance and financial products play in helping individuals manage everyday risks, recover from unforeseen events, and achieve their aspirations
- Self-driven and motivated
- Attention to detail
- A bachelor’s degree is preferred
- Ability to obtain Property and Casualty license
- Ability to obtain Life and Health license
- Availability to work Monday through Friday from 9:00 AM to 5:00 PM
If you envision yourself thriving in this role, we encourage you to explore this opportunity further. We look forward to discussing the next steps in your potential career with us.
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