The role involves meeting with client members to assess their insurance needs and recommending appropriate coverage. You will also be responsible for building a client network through referrals and community engagement while meeting business development goals.
The Financial Representative will address members' financial needs and provide leadership within the local community. Over time, the role will expand to include recruiting, training, and developing other team members to ensure office growth.
The Associate Financial Representative will meet with members to assess insurance needs and recommend appropriate coverage. They are also responsible for building a client network through community engagement and achieving business development goals.
The Associate Financial Representative will consult with members to assess insurance needs and provide appropriate coverage recommendations. They are also responsible for building a client network through referrals and community engagement while meeting business development goals.
