Insurance and Financial Services Position - State Farm Team Member

Peter Schiro - State Farm Agent; Sacramento (CA); On-site; USD 50,000 - 70,000; Full time

Benefits offered by this job

Bonus based on performance

Paid time off

Job summary

A State Farm Agent is seeking an Insurance and Financial Services Representative in Sacramento, California. The ideal candidate will have over 3 years of experience and strong communication skills to build customer relations. Responsibilities include providing financial planning and insurance consultations and assisting with retirement planning. Join our team to contribute to the success of clients and the agency while growing your career in a supportive environment.

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

Benefits

• Bonus based on performance
• Paid time off

Role Description

As Insurance and Financial Services Representative for Peter Schiro, 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.