Financial Services & Insurance Advisor — Flexible Growth

Samuel Tibbits - State Farm Agent; Princeton (MN); On-site; USD 55,000 - 90,000; Full time

Benefits offered by this job

Simple IRA

Bonus based on performance

Competitive salary

Flexible schedule

Opportunity for advancement

Paid time off

Training & development

Job summary

Samuel Tibbits - State Farm Agent is seeking a customer-focused financial services and insurance professional to consult on financial planning, life and health insurance, and long-term protection strategies.

You will build strong client relationships, perform needs analyses, and guide clients toward appropriate product solutions while staying compliant with regulations. This role offers opportunities for advancement and a flexible schedule.

Qualifications

• Active Life & Health license preferred, must be able to obtain.
• FINRA Series 6/63/65 or SIE license preferred, must be able to obtain.
• Experience in financial services and/or insurance.

Responsibilities

• Consult customers on financial planning, investment options, and life/health insurance coverage.
• Assist customers with portfolio management, asset allocation, and risk management strategies.
• Conduct financial reviews and recommend personalized product solutions.
• Maintain compliance with financial and insurance regulations; perform customer needs analysis and engage in sales conversations.

Skills

Strong communication

Analytical skills

Customer-focused demeanor

Education

Active Life & Health license (preferred)

FINRA Series 6/63/65 or SIE license (preferred)

Job description

Samuel Tibbits - State Farm Agent is seeking a customer-focused financial services and insurance professional to consult on financial planning, life and health insurance, and long-term protection strategies.

You will build strong client relationships, perform needs analyses, and guide clients toward appropriate product solutions while staying compliant with regulations. This role offers opportunities for advancement and a flexible schedule.