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As a Sales Representative, you will address the insurance needs of educators by fielding and making calls to prospective clients while supporting Captive Agents and Wholesalers. You'll assist in maintaining daily contact goals, employing sales techniques, and educating clients on products to enhance customer retention and sales performance.

The Financial Advisor will develop comprehensive financial plans for clients, make investment recommendations, provide ongoing support through annual reviews, and work closely with both individuals and businesses to achieve their financial goals. Strong client relationship management and communication skills are essential.