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Key Responsibilities
- Develop and maintain client relationships in insurance and financial services.
- Provide clients with comprehensive financial planning and insurance advice.
- Assist clients with retirement planning, investment management, and insurance needs.
- Stay current with market trends and product offerings.
- 3+ years of experience in insurance and financial services.
- Strong communication and interpersonal skills.
- Licenses in insurance
- 401(k) matching
- Free food & snacks
- Training & development
