Infinite Financial Creators
Financial Service Agent/Insurance Agent (Covington)
Infinite Financial Creators, Covington, Georgia, United States, 30209
Company Description
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Role Description This is a full-time on-site role for a Financial Service Agent/Insurance Agent based in Covington, GA. The role involves providing tailored financial services, offering investment and insurance solutions, and supporting clients in achieving their financial goals. Additional responsibilities include building strong client relationships, assessing customer needs, and advising on appropriate financial products. Agents are also responsible for ensuring compliance with relevant regulations and company procedures.
Qualifications Proficiency in Finance and Financial Services, with the ability to provide knowledgeable advice on financial planning and management Experience in Investments and Insurance to assist clients in selecting suitable financial products Strong Customer Service skills with a focus on building trust and long-term relationships Excellent communication, problem-solving, and organizational skills Relevant certifications in financial planning, insurance, or investment advisory (preferred) Ability to work effectively on-site in a team environment and adapt to a dynamic work culture Prior experience in the financial services or insurance industry is a plus
Role Description This is a full-time on-site role for a Financial Service Agent/Insurance Agent based in Covington, GA. The role involves providing tailored financial services, offering investment and insurance solutions, and supporting clients in achieving their financial goals. Additional responsibilities include building strong client relationships, assessing customer needs, and advising on appropriate financial products. Agents are also responsible for ensuring compliance with relevant regulations and company procedures.
Qualifications Proficiency in Finance and Financial Services, with the ability to provide knowledgeable advice on financial planning and management Experience in Investments and Insurance to assist clients in selecting suitable financial products Strong Customer Service skills with a focus on building trust and long-term relationships Excellent communication, problem-solving, and organizational skills Relevant certifications in financial planning, insurance, or investment advisory (preferred) Ability to work effectively on-site in a team environment and adapt to a dynamic work culture Prior experience in the financial services or insurance industry is a plus