Hybrid Insurance & Financial Services Advisor

Planwithmfon; United States; Híbrido; USD 35.000 - 75.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

Paid time off

Flexible work from home options

Descripción de la vacante

State Farm is seeking an account representative to support our growing agency. You will build meaningful customer relationships and bridge client needs with agency departments to offer suitable insurance and financial products.

In this hybrid role, you will advise on retirement planning and investment options while staying current with market trends. Strong communication and interpersonal skills are essential to serve our community effectively.

Formación

• 3+ years of experience in insurance and financial services.
• Communication and interpersonal skills.
• Licenses in insurance and FINRA Series 7 and 63 preferred.

Responsabilidades

• Develop and maintain customer relationships in insurance and financial services.
• Consult customers with comprehensive financial planning and insurance options.
• Assist customers with retirement planning, investment management, and insurance needs.
• Stay current with market trends and product offerings.

Conocimientos

Insurance experience

Communication skills

Interpersonal skills

FINRA licenses

Descripción del empleo

State Farm is seeking an account representative to support our growing agency. You will build meaningful customer relationships and bridge client needs with agency departments to offer suitable insurance and financial products.

In this hybrid role, you will advise on retirement planning and investment options while staying current with market trends. Strong communication and interpersonal skills are essential to serve our community effectively.