Insurance and financial advisor in employed field service - Calvert City, United States - Velocity Enterprises

Velocity Enterprises

Verified Company

Calvert City, United States

3 weeks ago

Posted by:

Michael Johnson

beBee Recruiter

Description

About Us

We are a company located in Calvert City that specializes in providing comprehensive advice to our clients in the areas of retirement planning, wealth management, financial planning, and essential protection.

We do not engage in cold calling, but instead focus on scheduling consultation appointments.

Job Description

As a member of our team, your responsibilities will include conducting consultation appointments with clients, providing holistic advice tailored to their specific needs, and analyzing their current insurance and retirement needs.

You will also be responsible for building and maintaining relationships with clients and government agencies as part of our new business acquisition efforts.