Financial Services Advisor – Insurance & Financial Planning

Kristin Staropoli State Farm Insurance; Tigard (OR); On-site; USD 70,000 - 80,000; Full time

Benefits offered by this job

401(k) matching

Bonus based on performance

Health insurance

Paid time off

Job summary

Kristin Staropoli State Farm Insurance in Tigard, OR is seeking a Financial Services Representative - State Farm Agent Team Member to market and educate customers on financial products that help manage everyday risks. You will apply a consultative, needs-based approach to helping clients explore their insurance and financial options.

With 2+ years in insurance or finance and a Life/Health license, you will conduct appointments, identify customer needs, and recommend appropriate products,

Qualifications

• 2+ years of experience in insurance or financial field.
• Life/Health insurance license required.
• FINRA Series 6, 63 and 65 licenses preferred.
• Strong analytical, organizational, and problem-solving skills.

Responsibilities

• Use a customer-focused, needs-based review process to educate customers about insurance options.
• Conduct appointments, identify customer needs, and market appropriate products and services.
• Provide clients with financial planning and investment advice (if you have your Series 6, 63, & 65 licenses -- if not, I can help you obtain these).
• Conduct financial reviews and recommend appropriate products.

Skills

Customer-focused

Needs-based review

Sales

Communication

Interpersonal skills

Analytical

Problem-solving

Job description

Kristin Staropoli State Farm Insurance in Tigard, OR is seeking a Financial Services Representative - State Farm Agent Team Member to market and educate customers on financial products that help manage everyday risks. You will apply a consultative, needs-based approach to helping clients explore their insurance and financial options.

With 2+ years in insurance or finance and a Life/Health license, you will conduct appointments, identify customer needs, and recommend appropriate products,