FINSERVETO · 9 hours ago
Insurance Agents- Insurance and Investment Services
Atlanta, GA
Full-time
Hybrid
New Grad, Entry LevelFINSERVETO is a company offering insurance and investment services, and they are seeking an Insurance Agent to engage with clients and manage portfolios. The role involves selling insurance policies, addressing inquiries, and maintaining compliance with company policies and regulations.
Financial Services
Hiring Manager
Dr. Teresa Odey
Responsibilities
Offering a range of insurance and investment services to clients
Selling insurance policies
Identifying suitable financial products
Engaging with clients
Addressing insurance and investment inquiries
Managing portfolios
Maintaining client relationships
Ensuring compliance with company policies and regulatory requirements
Qualification
Required
Knowledge and experience in Insurance, Insurance Sales, and Insurance Brokerage
Proficiency in Finance and understanding of investment services
Strong Customer Service skills with the ability to build and maintain client relationships
Excellent communication, negotiation, and interpersonal skills
Licensing in necessary insurance products and financial services (as required by the state of Georgia)
Strong organizational and time-management abilities with a goal-oriented attitude
Preferred
Experience in a similar role, ideally within the insurance or financial services sector
Company
FINSERVETO
51-200 employees
Funding
Current Stage
Growth StageCompany data provided by crunchbase