Financial Planning & Insurance Sales Pro

Sfheidi; Cheyenne (WY); On-site; USD 42,000 - 62,000; Full time

Benefits offered by this job

IRA matching

Competitive salary

Paid time off

Job summary

Heidi Washburn - State Farm Agent is seeking a sales representative to grow the agency by building meaningful client relationships and aligning customer needs with the appropriate products and services. You will act as a liaison between customers and agency departments, marketing relevant offerings to improve customers' lives.

Grow your career in a community-focused environment as a sociable, sales-minded professional who helps clients with comprehensive financial and insurance guidance.

Qualifications

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

Responsibilities

• Develop and maintain client relationships in insurance and financial services.
• Provide clients with comprehensive financial planning and insurance advice.
• Assist clients with retirement planning, investment management, and insurance needs.
• Stay current with market trends and product offerings.

Skills

Communication skills

Interpersonal skills

Sales mindset

Job description

Benefits:

• IRA matching
• Competitive salary
• Paid time off

ROLE DESCRIPTION:

As a sales representative for a local agent's office, you are vital to our daily business operations and customers’ success. You grow our agency through meaningful client 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 better your community. As an attentive, sociable, and sales-minded professional, we are eager to have you on our team.

RESPONSIBILITIES:

• Develop and maintain client relationships in insurance and financial services.
• Provide clients with comprehensive financial planning and insurance advice.
• Assist clients 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.
• Strong communication and interpersonal skills.
• Licenses in insurance and FINRA Series 7 and 63 preferred.