Insurance and Financial Services Position - State Farm Team Member

Affholter Insurance Agency Inc; Modesto (CA); In loco; USD 50.000 - 70.000; Tempo pieno

Vantaggi offerti da questo lavoro

Bonus based on performance

Competitive salary

Paid time off

401(k)

401(k) matching

Descrizione del lavoro

Michael Affholter - State Farm Agent in Modesto, California is looking for an Insurance and Financial Services Position to enhance customer relations and business operations. This role involves consulting customers on financial planning, growing the agency by connecting customer needs with agency services.

The ideal candidate has a minimum of 3 years in insurance and financial services, strong communication, and interpersonal skills. Preferred qualifications include insurance licenses and FINRA Series 7 and 63.

Enjoy a competitive salary, bonuses based on performance, and comprehensive benefits.

Competenze

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

Mansioni

• Develop and maintain customer relationships in insurance and financial services.
• Consult customers with comprehensive financial planning and insurance options.
• Assist customers with retirement planning and investment management.
• Stay current with market trends and product offerings.

Conoscenze

Communication skills

Interpersonal skills

Customer relations

Sales skills

Descrizione del lavoro

Benefits

• Bonus based on performance
• Competitive salary
• Paid time off
• 401(k)
• 401(k) matching

Role Description

As Insurance and Financial Services Position - State Farm Team Member for Michael Affholter - 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.