Insurance and Financial Services Position - State Farm Team Member

Nickmortallaro; Grain Valley (MO); On-site; USD 50,000 - 75,000; Full time

Benefits offered by this job

401(k) matching

Bonus based on performance

Health insurance

Paid time off

Profit sharing

Job summary

A leading insurance agency is seeking a full-time Insurance and Financial Services Representative in Grain Valley, MO. The role involves developing customer relationships, providing comprehensive financial and insurance consultations, and assisting with retirement planning. Candidates should have over 3 years of experience in the field and strong communication skills. The agency offers competitive compensation ranging from $50,000 to $75,000 annually, along with benefits like 401(k) matching and health insurance.

Qualifications

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

Interpersonal skills

Job description

Insurance and Financial Services Position - State Farm Team Member

Full Time in Grain Valley, MO

• 401(k) matching
• Bonus based on performance
• Health insurance
• Paid time off
• Profit sharing

ABOUT US

At our top-performing insurance and financial services agency, we believe in a “work hard, play hard” culture where fun and productivity go hand in hand. Our team is driven, goal-oriented, and passionate about delivering world-class customer service while ensuring our clients are properly protected.

We pride ourselves on fostering an environment that supports professional development and personal growth. Here, you’ll find ample opportunities for advancement as we are committed to helping our employees achieve both their career aspirations and individual goals.

Join us if you’re ready to be part of a dynamic, supportive team that values excellence, collaboration, and a balanced approach to work and life.

ROLE DESCRIPTION

As an Insurance and Financial Services Account Rep for Mortallaro Insurance Agency Inc, 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.

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.

Compensation $50,000.00 - $75,000.00 per year