Insurance & Financial Services Advisor – Growth & Benefits

Nickmortallaro

Grain Valley (MO)

On-site

USD 50,000 - 75,000

Full time

14 days+

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Benefits offered by this job

401(k) matching
Bonus based on performance
Health insurance
Paid time off
Profit sharing

Job summary

A leading insurance agency is seeking a full-time Insurance and Financial Services Representative in Grain Valley, MO. The role involves developing customer relationships, providing comprehensive financial and insurance consultations, and assisting with retirement planning. Candidates should have over 3 years of experience in the field and strong communication skills. The agency offers competitive compensation ranging from $50,000 to $75,000 annually, along with benefits like 401(k) matching and health insurance.

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, investment management, and insurance needs.
  • Stay current with market trends and product offerings.

Skills

Communication skills
Interpersonal skills

Job description

A leading insurance agency is seeking a full-time Insurance and Financial Services Representative in Grain Valley, MO. The role involves developing customer relationships, providing comprehensive financial and insurance consultations, and assisting with retirement planning. Candidates should have over 3 years of experience in the field and strong communication skills. The agency offers competitive compensation ranging from $50,000 to $75,000 annually, along with benefits like 401(k) matching and health insurance.
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