Position Overview: Are you an experienced financial services and insurance professional who thrives on building strong customer relationships and guiding clients toward a secure financial future? Our State Farm agency is seeking a customer-focused individual who can confidently consult on financial planning, life and health insurance, and long-term protection strategies.
This role is ideal for someone who enjoys meaningful conversations with customers, has strong analytical skills, and can identify the right mix of products to meet their needs.
Key Responsibilities:
Consult customers on financial planning, investment options, and life/health insurance coverage
Assist customers with portfolio management, asset allocation, and risk management strategies
Conduct financial reviews and recommend personalized product solutions
Maintain compliance with financial and insurance regulations
Preferred Qualifications:
Active Life/Health and Series 6/63/65 or 7 licenses.
Previous experience in financial services and/or insurance.
Strong communication and analytical skills.
Professional, trustworthy, and customer-focused demeanor.
Bilingual Spanish preferred.
Numbers & Facts
Location
Sioux Falls, SD
Job Type
Full-time
Skills
Analysis Skillsunmatched
Communication Skillsunmatched
Consultingunmatched
Customer Relationsunmatched
Customer Support/Serviceunmatched
Financial Planningunmatched
Financial Regulationsunmatched
Financial Servicesunmatched
Health Insuranceunmatched
Insuranceunmatched
Insurance Regulationsunmatched
Investment Managementunmatched
Life Insuranceunmatched
Maintain Complianceunmatched
Management Strategyunmatched
Multilingualunmatched
Problem Solving Skillsunmatched
Risk Managementunmatched
Series 6unmatched
Spanish Languageunmatched
Training/Teachingunmatched
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