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Insurance Sales Representative

3 weeks ago

Woodstock, Canada TEEMA Solutions Group Full time

We're Experior Financial Group, and we're committed to helping our clients reach their financial goals. As a Licensed Insurance Agent, you'll be an integral member of our team, working closely with clients to develop customized financial solutions.

We're looking for someone who is passionate about delivering exceptional client service, has excellent communication skills, and is able to work independently. If you're a motivated and organized individual who is eager to take on new challenges, we want to hear from you

Key Responsibilities:

  • Conduct thorough needs analysis to understand client financial situations;
  • Develop and implement customized financial plans to meet client objectives;
  • Identify and mitigate potential risks associated with client investments;
  • Stay up-to-date with industry developments and trends.

Essential Qualifications:

  • Strong analytical and problem-solving skills;
  • Excellent communication and interpersonal skills;
  • Ability to work independently and as part of a team;
  • High level of integrity and professionalism;
  • Positive attitude and strong work ethic;
  • Ability to maintain confidentiality and handle sensitive client information;
  • Basic computer skills and proficiency in Microsoft Office.