Client Relations and Financial Services Associate
2 weeks ago
If you have a knack for engaging with individuals, are motivated to excel, and possess a desire to thrive in a dynamic work atmosphere, this role could be a great fit for you. This position is structured to provide hands-on training while collaborating with a dedicated mentor in the office, focusing on building and nurturing client relationships.
You will be tasked with generating leads, consulting with clients, and securing coverage tailored to their specific insurance and financial requirements, all while gaining insights into business management and enhancing your professional skills.
Key Responsibilities- Generate leads, arrange meetings, assess client needs, and promote suitable products and services.
- Exhibit a strong work ethic with unwavering dedication to achieving success on a daily basis.
- Competitive salary with commission and bonuses
- Retirement savings plan
- Paid time off, including vacation and personal/sick days
- Valuable industry experience
- Opportunities for growth and advancement within the agency
- Training in marketing various insurance and financial products
- Setting and achieving sales and growth objectives
- Collaborating closely with the agent to understand the role and office operations
If you are driven to succeed and envision yourself in this position, we encourage you to explore this opportunity further.
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