Job description
The insurance agent will concentrate on establishing a client portfolio targeting the education sector by providing product insights and executing financial strategies. They will be tasked with networking, engaging with the community, and overseeing their agency’s operations to meet production targets. Ideal candidates should have 2-5 years of experience in the insurance and financial services field and demonstrate solid business management capabilities. Necessary licenses include Life and Health Insurance, Property and Casualty Insurance, and possibly FINRA Series 6 & 63.
