Financial Services & Insurance Advisor

Davidperkinsinsurance; Alabama; On-site; USD 50,000 - 75,000; Full time

Benefits offered by this job

Health insurance

Opportunity for advancement

Paid time off

Parental leave

Training & development

Vision insurance

401(k) matching

Bonus based on performance

Competitive salary

Dental insurance

Job summary

David Perkins State Farm is seeking an Insurance and Financial Services representative to market financial and insurance products that manage everyday risks and help customers plan for the future. You will work with the agent to engage customers and assist with their financial planning and protection needs, with potential paths to independent agency ownership.

This role may lead toward obtaining financial planning licenses if not already held, and could open opportunities to own and operate a

Qualifications

• Analytical and communication skills required.

Responsibilities

• Consult customers with financial planning, insurance coverages, and investment options.
• Assist customers with portfolio management and asset allocation.
• Conduct financial reviews and recommend appropriate products and work with the agent with financial planning.
• Maintain compliance with financial and insurance regulations.
• Help set and sit in financial planning appointments.
• Follow up with customers through calls, emails, texts, and face to face conversations.
• Have in depth conversations and ask questions to uncover needs, gaps, and help provide solutions to benefit the customer.

Skills

Analytical skills

Communication skills

Job description

David Perkins State Farm is seeking an Insurance and Financial Services representative to market financial and insurance products that manage everyday risks and help customers plan for the future. You will work with the agent to engage customers and assist with their financial planning and protection needs, with potential paths to independent agency ownership.

This role may lead toward obtaining financial planning licenses if not already held, and could open opportunities to own and operate a