Insurance and Financial Services Professional
2 weeks ago
Key Responsibilities
- Build and maintain a portfolio of clients, providing them with tailored financial solutions and insurance advice.
- Stay current with industry developments and market trends, ensuring that our clients receive the best possible service.
- Collaborate with the agency's departments to ensure seamless communication and delivery of services to clients.
- Develop and implement strategies to grow our agency's presence in the market, increasing our client base and revenue.
Requirements
- 3+ years of experience in insurance and financial services.
- Strong communication and interpersonal skills, with the ability to build and maintain strong relationships with clients.
- Licenses in insurance and FINRA Series 7 and 63 preferred.
This is a remote position, offering the flexibility to work from anywhere and achieve a better work-life balance.
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