Insurance and Financial Services Position - State Farm Team Member

Tommy Rosales; Aubrey (TX); On-site; USD 55,000 - 85,000; Full time

Benefits offered by this job

401(k)

401(k) matching

Bonus based on performance

Competitive salary

Paid time off

Signing bonus

Training & development

Job summary

Tommy Rosales Agency is seeking a sales-focused representative to grow the agency through meaningful customer relationships and as a liaison between customer needs and agency departments.

You will proactively market relevant products and services, helping customers with retirement planning, investments, and insurance needs while staying current with market trends.

Qualifications

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

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.

Skills

Insurance

Financial services

Communication skills

Interpersonal skills

Job description

Benefits

• 401(k)
• 401(k) matching
• Bonus based on performance
• Competitive salary
• Paid time off
• Signing bonus
• Training & development

ROLE DESCRIPTION

As a sales focused representative for the Tommy Rosales Agency, you are vital to our daily business operations and customers’ success. You grow our agency through meaningful customer relations and acting as a liaison between customer needs and agency departments. You improve the lives of our customers by proactively marketing relevant products and services.

Grow your career as you improve your community. As an attentive, sociable, and sales-minded professional, we are eager to have you on 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

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