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Insurance and Financial Services Professional
2 months ago
We are seeking a highly motivated and experienced Insurance and Financial Services Professional to join our team at Amanda Elam - State Farm Agent. As a key member of our team, you will play a vital role in our daily business operations and customer success.
Key Responsibilities- Client Relationship Development: Develop and maintain strong relationships with clients in insurance and financial services, providing them with comprehensive financial planning and insurance advice.
- Financial Planning and Insurance Advice: Assist clients with retirement planning, investment management, and insurance needs, staying current with market trends and product offerings.
- Team Collaboration: Work closely with our agency departments to ensure seamless delivery of services to our clients.
- Experience: 3+ years of experience in insurance and financial services.
- Skills: Strong communication and interpersonal skills, with licenses in insurance and FINRA Series 7 and 63 preferred.