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Wealth Management Specialist
3 weeks ago
This is a full-time hybrid role for a Life Insurance Agent at HIGH TOUCH E WEALTH MANAGEMENT. The successful candidate will be responsible for delivering exceptional customer service, driving sales growth, and building strong relationships with clients.
Key Responsibilities:- Sales of life insurance products to individuals and businesses
- Brokerage services, including risk management and financial planning
- Finance-related tasks, such as policy administration and compliance
- Customer service and relationship-building activities
- Strong communication and interpersonal skills
- Ability to work independently and in a team
- Experience in the insurance industry or related field
- Qualifications: Bachelor's degree in Business, Finance, or related field
- A dynamic and supportive work environment
- Opportunities for career growth and professional development
- A competitive salary and benefits package