Insurance and Financial Services Position - State Farm Team Member

Tamika Walker - State Farm Agent; Fredericksburg (VA); On-site; USD 60,000 - 75,000; Full time

Job summary

Tamika Walker - State Farm Agent seeks an Insurance and Financial Services Team Member in Fredericksburg, VA. You will develop and maintain customer relationships, advise on insurance and financial options, and support retirement planning and investments within a supportive agency environment.

The role requires strong communication and interpersonal skills, and licenses in insurance and FINRA Series 7/63 are preferred.

Qualifications

• 3+ years of experience in insurance and financial services.
• 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

Interpersonal skills

Job description

ROLE DESCRIPTION:

As Insurance and Financial Services Position - State Farm Team Member for Tamika Walker - 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.