ROLE DESCRIPTION:
As Account Rep for Ted Musgrove, you will enjoy working with local customers getting them educated in their personal insurance coverage. You grow our agency through meaningful customer relations and acting as a liaison between customer needs and agency departments. You improve the lives of our customers by proactively marketing relevant products and services.
Grow your career as you improve your community. As an attentive, sociable, and sales-minded professional, we are eager to have you on our team.
RESPONSIBILITIES:
- Develop and maintain customer relationships in insurance and financial services.
- Consult customers with comprehensive financial planning and insurance options.
- Assist customers with retirement planning, investment management, and insurance needs.
- Stay current with market trends and product offerings.
QUALIFICATIONS:
- 3+ years of experience in insurance and financial services preferred but not required.
- Communication, Computer and interpersonal skills.
- Licenses in insurance preferred but not required.
