Financial Services Representative
1 week ago
We are looking for an exceptional financial services representative to join our team at Deculus Insurance Agency Inc. As a key member of our team, you will be responsible for engaging with customers, identifying their needs, and making quality recommendations to help them achieve their financial goals.
About the JobThis is an in-office position where you will meet with customers both in person and virtually. Your primary role is to provide excellent communication skills, build strong relationships with clients, and educate customers about the benefits of our insurance and financial products.
Key Responsibilities- Marketing products and services based on customer needs.
- Providing excellent written and verbal communication skills.
- Building strong relationships with clients.
- Identifying customer needs and making quality recommendations.
Please note that this job requires previous experience in office sales and administration, as well as a current Property and Casualty license. Acquiring a Life and Health license is also required.
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