Experienced and licensed Insurance advisor or advisors to assist clients in purchasing our financial products and services and leading advisor teams in day to day activities. You should also be able to follow up with clients to ensure that they are satisfied with existing products or services. To be successful in this role, one should be able to build rapport with clients and continually meet or exceed sales goals. • Developing and sustaining long-term relationships with clients to encourage repeat business and client referrals. • Developing in-depth knowledge of our financial products to advise clients accordingly.
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