Financial Protection Specialist

3 weeks ago


Jackson, Mississippi, United States Henrie Agency Full time
Key Responsibilities

As a Financial Protection Specialist at Henrie Agency - Symmetry Financial Group, you will be responsible for working directly with clients to identify their insurance needs and deliver tailored solutions to meet those needs.

Your key responsibilities will include:

  • Conducting initial consultations with clients to understand their financial protection goals
  • Gathering information from clients to develop a comprehensive understanding of their insurance needs
  • Presenting customized proposals to clients outlining recommended life insurance options
  • Negotiating policy terms and conditions with carriers on behalf of clients

We are committed to supporting your success and provide ongoing training and development opportunities to ensure you have the skills and knowledge needed to excel in this role.



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