Insurance and Financial Services Professional
4 weeks ago
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.
Requirements:
- 3+ years of experience in insurance and financial services.
- Strong communication and interpersonal skills.
- Licenses in insurance and FINRA Series 7 and 63 preferred.
Join a dynamic team and grow your career while making a positive impact on your community.
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