About the role
FinEx AI summary
Partners with relationship managers on client relationship building and financial planning, and serves clients across a full range of insurance products including life savings, universal life, endowment and retirement plans. Leads and supports branch sales staff to achieve insurance sales goals. Requires a degree, at least two years of insurance product sales experience, and relevant…
Core skills
insurance product saleswhole life savings plansuniversal lifeendowment plansretirement planninggeneral insurance