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Skills
Analysis Skillsunmatched
Communication Skillsunmatched
Consultingunmatched
Customer Relationsunmatched
Customer Support/Serviceunmatched
Customer/Client Researchunmatched
Financial Planningunmatched
Financial Regulationsunmatched
Financial Servicesunmatched
Health Insuranceunmatched
Insuranceunmatched
Insurance Regulationsunmatched
Investment Managementunmatched
Life Insuranceunmatched
Maintain Complianceunmatched
Management Strategyunmatched
Mentoringunmatched
Problem Solving Skillsunmatched
Risk Managementunmatched
Salesunmatched
Series 6unmatched
Training/Teachingunmatched
Description
Benefits:
End of year bonuses
Bonus based on performance
Competitive salary
Flexible schedule
Opportunity for advancement
Paid time off
Training & development
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
Perform customer needs analysis and engage in sales conversations
Preferred Qualifications:
Active Life & Health license
FINRA Series 6/63/65 or 7 license
Previous experience in financial services and/or insurance
Strong communication and analytical skills
Professional, trustworthy, and customer-focused demeanor
If you’re ready to combine your expertise in financial services with the opportunity to lead, mentor, and make a lasting impact on customers’ lives, we’d love to hear from you.