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Agent's Executive Assistant - State Farm Agent Team Member

Yourwilmingtonagent

North Carolina

On-site

USD 40,000 - 60,000

Full time

11 days ago

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Job summary

A leading agency is seeking an Insurance and Financial Services Position - State Farm Team Member in Wilmington, NC. This role is crucial for developing customer relationships and providing expert financial consultation. The ideal candidate will have a background in insurance and financial services, a strong sales mindset, and the ability to improve customer lives through tailored products and services.

Benefits

401(k) matching
Bonus based on performance
Health insurance
Opportunity for advancement
Paid time off

Qualifications

  • 3+ years of experience in insurance and financial services.
  • Licenses in insurance and FINRA Series 7 and 63 preferred.

Responsibilities

  • Develop and maintain customer relationships in insurance and financial services.
  • Consult customers with comprehensive financial planning and insurance options.
  • Assist customers with retirement planning and investment management.

Skills

Communication
Interpersonal skills

Tools

Insurance licenses
FINRA Series 7
FINRA Series 63

Job description

Insurance and Financial Services Position - State Farm Team Member

Full Time in Wilmington, NC

  • 401(k) matching
  • Bonus based on performance
  • Health insurance
  • Opportunity for advancement
  • Paid time off
ROLE DESCRIPTION

As Insurance and Financial Services Position - State Farm Team Member for Jonathan Calhoun - State Farm Agent, you are vital to our daily business operations and customers’ success. You grow our agency through meaningful customer relations and acting as a liaison between customer needs and agency departments. You improve the lives of our customers by proactively marketing relevant products and services.

Grow your career as you improve your community. As an attentive, sociable, and sales-minded professional, we are eager to have you on our team.

RESPONSIBILITIES

  • Develop and maintain customer relationships in insurance and financial services.
  • Consult customers with comprehensive financial planning and insurance options.
  • Assist customers with retirement planning, investment management, and insurance needs.
  • Stay current with market trends and product offerings.
QUALIFICATIONS
  • 3+ years of experience in insurance and financial services.
  • Communication and interpersonal skills.
  • Licenses in insurance and FINRA Series 7 and 63 preferred.
Compensation $40,000.00 - $60,000.00 per year

Insurance and Financial Services Position - State Farm Team Member

Full Time in Wilmington, NC

Benefits
  • 401(k) matching
  • Bonus based on performance
  • Competitive salary
  • Health insurance
  • Opportunity for advancement
  • Paid time off
ROLE DESCRIPTION As Insurance and Financial Services Position - State Farm Team Member for Jonathan Calhoun - State Farm Agent, you are vital to our daily business operations and customers’ success. You grow our agency through meaningful customer relations and acting as a liaison between customer needs and agency departments. You improve the lives of our customers by proactively marketing relevant products and services. Grow your career as you improve your community. As an attentive, sociable, and sales-minded professional, we are eager to have you on our team. RESPONSIBILITIES
  • Develop and maintain customer relationships in insurance and financial services.
  • Consult customers with comprehensive financial planning and insurance options.
  • Assist customers with retirement planning, investment management, and insurance needs.
  • Stay current with market trends and product offerings.
QUALIFICATIONS
  • 3+ years of experience in insurance and financial services.
  • Communication and interpersonal skills.
  • Licenses in insurance and FINRA Series 7 and 63 preferred.
Compensation $40,000.00 - $60,000.00 per year Apply Now State Farm agents are independent contractors who hire their own employees. State Farm agents’employees are not employees of State Farm. Agents are responsible for and make all employmentdecisions regarding their employees.

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