Financial Services Agent - Peoria, IL

Only for registered members Peoria, IL , United States

1 month ago

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Job summary

We are seeking motivated, service-minded individuals to join our team as Financial Services Agents. This role goes far beyond just selling. At District 30, we develop professionals who serve as trusted advisors, helping individuals, families and business owners protect what they've built while planning for what's ahead.

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Responsibilities

  • BUILD AND MAINTAIN STRONG TRUST-BASED RELATIONSHIPS WITH CLIENTS
  • UNDERSTAND CLIENTS FINANCIAL GOALS AND INSURANCE NEEDS
  • Educate clients on insurance and financial products including life insurance/li>DVLOP PERSONALIZED INSURANCE AND PROTECTION STRATEGIES
  • CLEARLY EXPLAIN COVERAGE OPTIONS BENEFITS AND POLICY DETAILS
    PROCESS NEW BUSINESS APPLICATIONS AND SERVICE EXISTING ACCOUNTSLI>PARTICIPATE IN COMMUNITY ENGAGEMENT NETWORKING OPPORTUNITIES

    About Us

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