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Insurance and Financial Services Professional

2 months ago

Philadelphia, Pennsylvania, United States Kevin Lowber - State Farm Agent Full time

{"h1": "Account Manager for Insurance and Financial Services", "p": "As a vital member of our team, you will grow our agency through meaningful client relations and act as a liaison between customer needs and agency departments. You will improve the lives of our customers by proactively marketing relevant products and services.", "ul": [{"li": "Develop and maintain client relationships in insurance and financial services."}, {"li": "Provide clients with comprehensive financial planning and insurance advice."}, {"li": "Assist clients with retirement planning, investment management, and insurance needs."}, {"li": "Stay current with market trends and product offerings."}], "h2": "Responsibilities", "p": "This is a remote position.", "h2": "Qualifications", "ul": [{"li": "3+ years of experience in insurance and financial services."}, {"li": "Strong communication and interpersonal skills."}, {"li": "Licenses in insurance required."}]}