Insurance & Financial Services Advisor | Growth & Benefits

Mysfrep; Charlotte (NC); On-site; USD 24,796 - 30,307; Full time

Benefits offered by this job

Bonus based on performance

Free food & snacks

Opportunity for advancement

Paid time off

Wellness resources

Job summary

A local insurance agency in Charlotte, NC is seeking an Insurance and Financial Services Team Member. This role involves assisting clients with insurance and financial products, processing applications, and maintaining client relationships. Ideal candidates should possess strong communication skills, attention to detail, and the ability to work in a fast-paced environment. Competitive pay from $18.00 to $22.00 per hour is offered, along with benefits and development opportunities.

Qualifications

• Ability to obtain necessary State insurance licenses within a specified time frame.

Responsibilities

• Greet and assist clients in a professional manner.
• Respond promptly to client inquiries.
• Prepare and process insurance applications accurately.

Skills

Strong communication and interpersonal skills

Detail-oriented with strong organizational skills

Ability to multitask

Proficient in Microsoft Office Suite

Job description

A local insurance agency in Charlotte, NC is seeking an Insurance and Financial Services Team Member. This role involves assisting clients with insurance and financial products, processing applications, and maintaining client relationships. Ideal candidates should possess strong communication skills, attention to detail, and the ability to work in a fast-paced environment. Competitive pay from $18.00 to $22.00 per hour is offered, along with benefits and development opportunities.