Insurance & Financial Services Advisor — Client Growth & Planning
Devondecoteau
An application made for this job — a tailored resume and cover letter that speak straight to the posting.
Benefits offered by this job
Job summary
Devondecoteau is seeking a Team Member in Pascagoula, MS. In this role, you will enhance customer relations and support their financial planning needs. With a focus on meaningful engagement, you will assist customers with insurance and retirement planning, ensuring they understand their options. This role requires a sales-minded individual eager to grow their career and improve the community.
Qualified candidates should have over 3 years of experience in insurance and possess strong communication skills. Additional licenses are preferred.
Qualifications
- 3+ years of experience in insurance and financial services.
- Licenses in insurance and FINRA Series 7 and 63 preferred.
Responsibilities
- Develop and maintain customer relationships in insurance and financial services.
- Consult customers with comprehensive financial planning and insurance options.
- Assist customers with retirement planning and investment management.
Skills
Job description
Devondecoteau is seeking a Team Member in Pascagoula, MS. In this role, you will enhance customer relations and support their financial planning needs. With a focus on meaningful engagement, you will assist customers with insurance and retirement planning, ensuring they understand their options. This role requires a sales-minded individual eager to grow their career and improve the community.
Qualified candidates should have over 3 years of experience in insurance and possess strong communication skills. Additional licenses are preferred.
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