Financial Services Representative
2 weeks ago
Key Responsibilities:
Meet with clients to understand their financial goals, risk tolerance, income, expenses, and assets.
Offer strategic advice on investment, insurance coverage, and debt management tools.
Conduct market research to stay current with financial trends.
Identify and pursue potential clients to maintain a strong client base.
Why Heirs Insurance Group:
We are a leading provider of financial services, dedicated to helping our clients achieve their financial objectives.
Our team of experts is committed to providing personalized advice and guidance to our clients.
Requirements:
Strong communication and interpersonal skills.
Ability to analyze complex financial data and provide clear recommendations.
Knowledge of financial products and services.
What We Offer:
A competitive salary and benefits package.
Ongoing training and professional development opportunities.
A dynamic and supportive work environment.
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