Insurance & Financial Services Advisor – Growth & Planning

Janalake; Wilson (NC); On-site; USD 50,000 - 75,000; Full time

Benefits offered by this job

Bonus based on performance

Paid time off

Training & development

Job summary

A financial services agency in North Carolina is seeking a motivated Insurance and Financial Services Position to enhance customer relationships and provide tailored financial solutions. The ideal candidate has over 3 years of industry experience and strong communication skills. Responsibilities include consulting on retirement planning and insurance options, while staying informed of market trends. Join us to grow your career and impact the community positively.

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 financial services agency in North Carolina is seeking a motivated Insurance and Financial Services Position to enhance customer relationships and provide tailored financial solutions. The ideal candidate has over 3 years of industry experience and strong communication skills. Responsibilities include consulting on retirement planning and insurance options, while staying informed of market trends. Join us to grow your career and impact the community positively.