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Financial Services Advisor

1 week ago

Kingston, Rhode Island, United States Staff My Agency Full time
Insurance Customer Service Role

We are excited to offer a challenging and rewarding opportunity to join our team as a Customer Service Representative. This role involves working closely with customers, providing expert advice, and identifying new business opportunities.

About Staff My Agency

Our agency is built on a foundation of trust, integrity, and exceptional customer service. We strive to deliver innovative solutions that meet the evolving needs of our clients.

Key Accountabilities
  1. Provide proactive and responsive customer service to ensure client satisfaction.
  2. Conduct thorough needs analyses to identify insurance solutions.
  3. Collaborate with colleagues to develop new business strategies and initiatives.
Essential Skills and Qualifications
  • Active Property & Casualty license.
  • Life & Health license (obtained or obtainable).
  • Proven sales and customer service experience.
  • Excellent communication and problem-solving skills.
What We Offer
  • Competitive compensation and benefits package.
  • Opportunities for career advancement and professional growth.
  • State-of-the-art training programs to enhance your skills.