Analysis Skills, Consulting, Customer Relations, Customer Support/Service, Detail Oriented, Develop and Maintain Customers, Financial Planning, Financial Services, Health Insurance, Insurance, Life Insurance, Market Trend Analysis, Record Keeping, Regulations, Securities, Series 6, Stock Market, Training/Teaching
- Bonus based on performance
- Competitive salary
- Health insurance
- Opportunity for advancement
- Paid time off
- Training & development
ROLE DESCRIPTION:
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.
RESPONSIBILITIES:
- Provide investment options and consult securities to customers.
- Consult customers on financial planning, investment options, and life/health insurance coverage.
- Manage customers portfolios and provide ongoing support.
- Stay updated on market trends and regulatory changes.
- Maintain accurate records of transactions and customers interactions.
QUALIFICATIONS:
- Series 6/63/65 or 7 license and other relevant certifications.
- Florida Life/Health insurance license (must be able to obtain).
- Strong knowledge of investment products and financial markets.
- Communication and customer service skills.
- Ability to build and maintain customers relationships.
- Detail-oriented with strong analytical skills.
- High ethical standards and professionalism.
T
Tish Oleksy - State Farm Agent