The Insurance Agent is responsible for consulting with clients to assess their insurance needs and providing exceptional customer service. They must also actively build a client network through referrals and community engagement while meeting business development goals.
The Insurance Agent will meet with clients to assess their insurance needs and recommend appropriate coverage while providing exceptional customer service. They are also responsible for building a client network through referrals and community engagement to meet business development goals.
The Financial Representative will address members' financial needs and contribute to the growth of the local office. Over time, the role will expand to include recruiting, training, and developing other team members.
The Financial Representative will address members' financial needs and demonstrate leadership within the local community. Over time, the role will expand to include recruiting, training, and developing other team members to ensure office growth.
