
Financial Services Professional
2 days ago
Job Description
\We are seeking a skilled professional to fill an Insurance and Financial Services position. As a vital part of our daily business operations, you will be responsible for growing our agency through meaningful customer relationships and acting as a liaison between customer needs and agency departments.
\About the Role
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- 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 insurance needs.\
- Stay current with market trends and product offerings.\
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