Insurance and Financial Services Professional

3 weeks ago


Glendale Heights, Illinois, United States Esha Patel - State Farm Agent Full time
Job DescriptionAt Esha Patel - State Farm Agent, we are seeking a skilled Insurance and Financial Services Professional to join our team. As an Insurance and Financial Services Representative, you will play a vital role in our daily business operations and customer success. Your primary responsibility will be to develop and maintain client relationships in insurance and financial services. You will provide clients with comprehensive financial planning and insurance advice, assist them with retirement planning, investment management, and insurance needs, and stay current with market trends and product offerings. To be successful in this role, you will need to have strong communication and interpersonal skills, as well as 2+ years of experience in insurance and financial services. Property, Casualty, Life, and Health Insurance licenses are preferred. If you are a motivated and sales-minded professional who is eager to grow your career and better your community, we encourage you to apply for this exciting opportunity.

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.


Qualifications
  • 2+ years of experience in insurance and financial services.
  • Strong communication and interpersonal skills.
  • Property, Casualty, Life, Health Insurance licenses preferred.


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