Insurance and Financial Services Position - State Farm Team Member

Mattwetmoresf; Beulah (MI); On-site; USD 50,000 - 80,000; Full time

Benefits offered by this job

Bonus based on performance

Competitive salary

Training & development

Flexible schedule

Opportunity for advancement

Paid time off

Job summary

Matt Wetmore - State Farm Agent is seeking an Insurance and Financial Services position to grow the agency through meaningful customer relations and by aligning customer needs with the right products. You will proactively market insurance and financial services while supporting daily operations and service delivery.

As a sociable, sales-minded professional you will contribute to the community and advance within a supportive agency environment focused on growth and client satisfaction.

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

Communication and interpersonal skills

Insurance license + FINRA Series 7/63

Job description

Benefits:

• Bonus based on performance
• Competitive salary
• Training & development
• Flexible schedule
• Opportunity for advancement
• Paid time off

ROLE DESCRIPTION:

As Insurance and Financial Services Position - State Farm Team Member for Matt Wetmore - State Farm Agent, 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.