Insurance and Financial Services Professional
1 month ago
Key Responsibilities
- Develop and maintain strong relationships with clients 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 up-to-date with market trends and product offerings.
- At least 3 years of experience in insurance and financial services.
- Excellent communication and interpersonal skills.
- Licenses in insurance and FINRA Series 7 and 63 preferred.
Flexible work-from-home options are available, allowing you to maintain a healthy work-life balance.
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