Licensed Insurance Sales Agent

Integrated Financial Concepts

Licensed Insurance Sales Agent

Roseland, NJ +1 location
Full Time
Paid
  • Responsibilities

    Integrated Financial Concepts in Roseland, NJ, US, is looking for a Licensed Insurance Agent to join our team. Our company prides itself on providing top-notch financial services to clients, helping them achieve their financial goals and secure their future. As a Licensed Financial Advisor with us, you will have the opportunity to work with a dedicated team of professionals who are committed to excellence and client satisfaction. Your role will involve offering expert financial advice, developing personalized financial plans, and guiding clients towards a secure financial future. Join us at Integrated Financial Concepts and make a real difference in people's lives through sound financial planning. Responsibilities: • Monitor and review clients' financial accounts regularly to ensure alignment with their objectives. • Educate clients on various financial products and services to help them make informed decisions. • Stay up-to-date on market trends and regulations to provide clients with accurate and timely advice. Qualifications: • 2+ years of experience as a Licensed Financial Advisor • Proven track record of successfully managing client portfolios and exceeding sales targets • In-depth knowledge of financial products and services • Strong communication and interpersonal skills • Detail-oriented and able to work in a fast-paced environment

    • Monitor and review clients' financial accounts regularly to ensure alignment with their objectives. • Educate clients on various financial products and services to help them make informed decisions. • Stay up-to-date on market trends and regulations to provide clients with accurate and timely advice. • Opportunity to enter into the Management program

  • Locations
    Roseland, NJ • Red Bank, NJ