Financial Services Advisor

2 weeks ago


Union, Kentucky, United States Insight Global Full time

Are you looking for a challenging and rewarding career in financial services? Do you enjoy working with customers and identifying opportunities to grow our business? As an Enterprise Engagement Specialist, you will be part of a dynamic team that provides exceptional customer service and engages with clients to drive business growth.

Responsibilities and Requirements
  • Provide high-quality customer service to clients via phone, email, or online chat.
  • Analyze policy data to resolve client inquiries and concerns.
  • Identify cross-selling opportunities and utilize tailored approaches to secure sales leads.

To succeed in this role, you must have excellent communication and interpersonal skills, as well as the ability to work in a fast-paced environment. A high school diploma is required, and a bachelor's degree and prior call center experience are desired.

Salary and Benefits

This role offers a competitive salary of $62,000 per year, plus medical, dental, and vision insurance, as well as HSA, FSA, and DCFSA account options, and 401k retirement account access with employer matching.



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