Insurance Agent and Financial Services Representatives
Company Description
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Role Description
This is a full-time hybrid role for an Insurance Agent and Financial Services Representative located in the San Antonio, Texas Metropolitan Area, with some work from home acceptable. The Insurance Agent and Financial Services Representative will be responsible for providing clients with insurance sales and brokerage services, as well as financial planning and advisory services. They will work to understand client needs, develop individualized financial plans, and provide continuous support and service to clients. Day-to-day tasks include meeting with clients, conducting financial needs analysis, recommending suitable insurance and financial products, processing applications, and ensuring that clients receive outstanding customer service.
Qualifications
Knowledge of Insurance Sales, Insurance, and Insurance Brokerage
Experience in finance and financial planning
Strong Customer Service skills
Excellent communication and interpersonal skills
Ability to work both independently and in a team environment
Bachelors degree in Finance, Business, or a related field is preferred
Relevant certifications or licenses (e.g., Certified Financial Planner, Insurance License) are a plus
Ability to adapt to a hybrid work environment
Apply Now
We suggest you enter details here.
Role Description
This is a full-time hybrid role for an Insurance Agent and Financial Services Representative located in the San Antonio, Texas Metropolitan Area, with some work from home acceptable. The Insurance Agent and Financial Services Representative will be responsible for providing clients with insurance sales and brokerage services, as well as financial planning and advisory services. They will work to understand client needs, develop individualized financial plans, and provide continuous support and service to clients. Day-to-day tasks include meeting with clients, conducting financial needs analysis, recommending suitable insurance and financial products, processing applications, and ensuring that clients receive outstanding customer service.
Qualifications
Knowledge of Insurance Sales, Insurance, and Insurance Brokerage
Experience in finance and financial planning
Strong Customer Service skills
Excellent communication and interpersonal skills
Ability to work both independently and in a team environment
Bachelors degree in Finance, Business, or a related field is preferred
Relevant certifications or licenses (e.g., Certified Financial Planner, Insurance License) are a plus
Ability to adapt to a hybrid work environment
Apply Now