Insurance and Financial Services Position - State Farm Team Member

Timmcauleyinsurance; Fayetteville (NC); On-site; USD 50,000 - 70,000; Full time

Job summary

Timothy Mcauley - State Farm Agent is seeking a dedicated professional to enhance customer relations and coordinate between client needs and agency services. You will help our customers with financial planning and insurance solutions, driving the success of our agency in Fayetteville, NC.

The ideal candidate will have over 3 years of experience in insurance and financial services, along with excellent communication skills. Join us to grow your career and positively influence our community.

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

Customer relationship management

Communication skills

Interpersonal skills

Sales

Job description

ROLE DESCRIPTION

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.