Financial Services & Insurance Advisor — Flexible Growth

Matt Haaga - State Farm Agent; Germantown (TN); On-site; USD 55,000 - 75,000; Full time

Benefits offered by this job

401(k)

Bonus based on performance

Flexible schedule

Health insurance

Paid time off

Training & development

Job summary

Matt Haaga - State Farm Agent is looking for an experienced financial services professional in Germantown, Tennessee. The ideal candidate will work directly with clients to offer financial planning, life and health insurance, and secure long-term investment strategies.

This role involves building strong customer relationships, conducting financial reviews, and ensuring compliance with regulations. Candidates should have an active Life & Health license and relevant experience in the financial sector.

Qualifications

• Must possess active Life & Health license.
• Experience in financial services and/or insurance roles preferred.
• Strong communication and analytical skills necessary.

Responsibilities

• Consult customers on financial planning and insurance options.
• Manage customer portfolios and provide risk management strategies.
• Conduct financial reviews and recommend solutions.

Skills

Customer relationship management

Analytical skills

Communication skills

Sales ability

Education

Active Life & Health license

FINRA Series 6/63/65 or 7 license

Prior experience in financial services or insurance

Job description

Matt Haaga - State Farm Agent is looking for an experienced financial services professional in Germantown, Tennessee. The ideal candidate will work directly with clients to offer financial planning, life and health insurance, and secure long-term investment strategies.

This role involves building strong customer relationships, conducting financial reviews, and ensuring compliance with regulations. Candidates should have an active Life & Health license and relevant experience in the financial sector.