Financial Services & Insurance Advisor — Remote & Growth

Matt Davis - State Farm Agent; Garner (NC); On-site; USD 50,000 - 70,000; Full time

Benefits offered by this job

Life insurance

Work from home options

401(k)

Flexible schedule

Paid time off

Training & development

Bonus based on performance

Competitive salary

Job summary

Matt Davis - State Farm Agent in Garner, North Carolina, seeks an experienced financial services professional. The individual will consult customers on financial planning and insurance, assist with portfolio management, and ensure compliance with regulations.

Ideal candidates have strong analytical and communication skills, an active Life & Health license, and a professional demeanor. The role offers flexible schedules and opportunities for advancement.

Join us to make a lasting impact on our clients' financial futures!

Qualifications

• Active Life & Health license required.
• Financial services experience preferred.
• Strong communication and analytical skills essential.

Responsibilities

• Consult customers on financial planning and insurance coverage.
• Engage in portfolio management and risk management strategies.
• Conduct financial reviews and recommend personalized solutions.

Skills

Strong communication skills

Analytical skills

Customer focus

Education

Active Life & Health license

FINRA Series 6/63/65 or 7 license

Experience in financial services

Job description

Matt Davis - State Farm Agent in Garner, North Carolina, seeks an experienced financial services professional. The individual will consult customers on financial planning and insurance, assist with portfolio management, and ensure compliance with regulations.

Ideal candidates have strong analytical and communication skills, an active Life & Health license, and a professional demeanor. The role offers flexible schedules and opportunities for advancement.

Join us to make a lasting impact on our clients' financial futures!