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Financial Services Professional

Steffens Insurance Group
Waterford, WI Full Time
POSTED ON 4/18/2025
AVAILABLE BEFORE 5/17/2025

We are looking for a Financial Services Professional to join our team at Steffens Insurance Group. In this role, you will be responsible for developing insurance quotes, making sales presentations, and closing sales. You will also establish client relationships and provide prompt, accurate, and friendly client support.

About the Role

This is a full-time, permanent position that requires a Property & Casualty license. The ideal candidate will have a proven track record of trustworthiness, dependability, and ethical behavior.

Responsibilities

  • Develop new financial service opportunities with both existing and new clients
  • Provide expert advice on insurance products and services
  • Maintain accurate records of client interactions and sales activities

You will work in person and enjoy a competitive salary and benefits package.

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