Financial Services Advisor & Insurance Specialist (Remote)
State Farm Agent
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Benefits offered by this job
Job summary
State Farm Agent in Garner, NC is seeking an experienced financial services professional to assist customers with financial planning and insurance solutions. As part of the agency, you will consult clients on various products, ensuring they receive personalized services tailored to their needs.
Our office values strong relationships with our clients and offers a range of benefits including competitive salary, life insurance, and advancement opportunities. If you are ready for a career and are customer-driven, this is the opportunity for you.
Qualifications
- Active Life & Health license is essential.
- Experience in financial services or insurance significantly preferred.
- Professional demeaner and strong communication skills required.
Responsibilities
- Consult customers on financial planning and life/health insurance.
- Assist customers with portfolio management and risk management.
- Conduct financial reviews and recommend personalized solutions.
- Ensure compliance with financial and insurance regulations.
- Engage in sales conversations and perform needs analysis.
Skills
Education
Job description
State Farm Agent in Garner, NC is seeking an experienced financial services professional to assist customers with financial planning and insurance solutions. As part of the agency, you will consult clients on various products, ensuring they receive personalized services tailored to their needs.
Our office values strong relationships with our clients and offers a range of benefits including competitive salary, life insurance, and advancement opportunities. If you are ready for a career and are customer-driven, this is the opportunity for you.
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