Financial Risk & Insurance Advisor — Growth & Rewards

Forgas Insurance; Clearwater (FL); On-site; USD 45,000 - 75,000; Full time

Benefits offered by this job

401(k) matching

Bonus based on performance

Opportunity for advancement

Paid time off

Training & development

Job summary

A local insurance agency in Clearwater, FL is looking for a Financial Risk Specialist to enhance customer relations and promote relevant products. Responsibilities include consulting clients on financial planning and staying updated with market trends. Ideal candidates should possess strong communication skills and a goal-oriented mindset. This role offers a competitive salary ranging from $45,000 to $75,000 per year, alongside numerous benefits including performance bonuses and advancement opportunities.

Qualifications

• Experience in customer relations in insurance and financial services is beneficial.
• Possessing 2-20/2-15 licensure is a plus.

Responsibilities

• Develop and maintain customer relationships in insurance and financial services.
• Consult customers with comprehensive financial planning and insurance options.
• Educate customers on individual risks.
• Stay current with market trends and product offerings.

Skills

Communication and interpersonal skills

Ambition to learn and grow professionally

Goal oriented

Team player

Job description

A local insurance agency in Clearwater, FL is looking for a Financial Risk Specialist to enhance customer relations and promote relevant products. Responsibilities include consulting clients on financial planning and staying updated with market trends. Ideal candidates should possess strong communication skills and a goal-oriented mindset. This role offers a competitive salary ranging from $45,000 to $75,000 per year, alongside numerous benefits including performance bonuses and advancement opportunities.