What are the responsibilities and job description for the Insurance Broker position at Advocate Financial Partners?
Company Description
Advocate Partners is an acclaimed Insurance Brokerage that offers an array of products and services to clients nationwide. Our agents strive to help clients find purpose and clarity through principled stewardship. Advocate agents can work with 150 exceptional companies, ensuring we present products that best serve our clients.
Role Description
This is a full-time on-site role for an Insurance Broker located in Fort Worth, TX. The Insurance Broker will be responsible for providing comprehensive insurance brokerage services, including consulting on insurance options, managing client portfolios, and assisting with retirement planning. Additionally, the Insurance Broker will be expected to offer excellent customer service, maintain up-to-date knowledge of the insurance market, and develop financial strategies for clients.
Qualifications
- Proficiency in Insurance Brokerage, Insurance, and Finance
- Experience in Customer Service and Retirement Planning
- Excellent communication and interpersonal skills
- Strong analytical and problem-solving abilities
- Ability to work independently and collaborate with a team
- Relevant certifications or licenses in insurance and finance
- Bachelor's degree in Finance, Business, or a related field is a plus