Analysis Skills, Communication Skills, Consulting, Customer Relations, Customer Support/Service, Customer/Client Research, Financial Planning, Financial Regulations, Financial Services, Health Insurance, Insurance, Insurance Regulations, Investment Management, Life Insurance, Maintain Compliance, Management Strategy, Problem Solving Skills, Risk Management, Sales, Series 6, Training/Teaching
- Bonus based on performance
- Competitive salary
- 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:
- FINRA Series 6/63/65 or 7 license will be required
- Previous experience in financial services and/or insurance
- Strong communication and analytical skills
- Professional, trustworthy, and customer-focused demeanor
J
Jonathan Hooks - State Farm Agent