Insurance and Financial Services Account Manager State Farm Team Member

State Farm; Pinole (CA); On-site; USD 65,000 - 90,000; Full time

Job summary

State Farm in Pinole, CA is seeking an Insurance and Financial Services Account Manager to strengthen client relationships and coordinate between client needs and agency departments.

You will promote relevant products, assist with retirement planning and investments, and stay informed about market trends to support clients’ financial well-being. Ideal candidates are attentive, personable, and sales-driven.

Qualifications

• Licenses must be active prior to employment.
• 2+ years of experience in insurance or financial services preferred.
• FINRA Series 65 and/or ChFC highly desirable.
• Excellent communication and interpersonal skills required.

Responsibilities

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

Skills

Communication

Sales

Customer relationships

Education

Property & Casualty & Life/Accident & Health license

FINRA Series 65 license

ChFC certification

Job description

ROLE DESCRIPTION:

As an Insurance and Financial Services Account Manager for the Lino Amaral Agency in Pinole, you will join a team in playing a crucial role in driving our daily operations and ensuring customer satisfaction. You will contribute to the growth of our agency by building strong customer relationships and serving as a key link between client needs and our agency’s departments. By proactively promoting relevant products and services, you help enhance the financial well-being of our clients.

Advance your career while making a positive impact on your community. If you are attentive, personable, and sales-driven, we would be excited to welcome you to our team.

RESPONSIBILITIES:

• 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.

QUALIFICATIONS:

• Property & Casualty and Life/Accident &Health license is required PRIOR to employment.
• FINRA Series 65 license and/or ChFC® jumps you to the top of the list!
• 2+ years of experience in insurance and/or financial services is HIGHLY desirable!
• Excellent Communication and interpersonal skills a must!
• Licenses in insurance and