Insurance and Financial Services Position - State Farm Team Member

Daniel Parker - State Farm Insurance Agent; Tulsa (OK); On-site; USD 65,000 - 100,000; Full time

Benefits offered by this job

401(k)

Bonus based on performance

Health insurance

Dental insurance

Opportunity for advancement

Paid time off

Training & development

401(k) matching

Vision insurance

Job summary

A local insurance agency in Tulsa seeks a passionate Insurance and Financial Services Position to guide clients on financial products and strategies. This full-time role requires strong analytical skills and a customer-focused approach. Responsibilities include consulting on investment options, portfolio management, and ensuring regulatory compliance. Ideal candidates should hold an Active Life & Health license, and have prior experience in financial services. Compensation ranges from $65,000 to $100,000 per year, offering a rewarding work environment.

Qualifications

• Required to hold an Active Life & Health license.
• Previous experience in financial services or insurance is preferred.
• Must have strong communication and analytical skills.

Responsibilities

• Consult clients on financial products and insurance coverage.
• Assist clients with portfolio management and risk management.
• Conduct insurance and financial reviews.

Skills

Strong communication skills

Analytical skills

Customer-focused demeanor

Education

Active Life & Health license

SAE, Series 6, 63 and/or 65 licenses

Job description

Insurance and Financial Services Position - State Farm Team Member

Full Time in Tulsa

Responsive recruiter Replies within 24 hours

Benefits

• 401(k)
• Bonus based on performance
• Health insurance
• Dental insurance
• Opportunity for advancement
• Paid time off
• Training & development
• 401(k) matching
• Vision insurance

Position Overview

Are you an experienced financial services and insurance professional who thrives on building strong client relationships and guiding clients toward a secure financial future? Our State Farm agency is seeking a client-focused individual who can confidently consult our existing clients on financial products, retirement planning, college planning, life and disability insurance, and other long-term protection strategies. This role is ideal for someone who enjoys meaningful, needs-based conversations with clients, has strong analytical skills, and can identify the right mix of products to meet our client’s needs.

Key Responsibilities

• Consult clients on financial products, investment options, and life and disability insurance coverage
• Assist clients with portfolio management, asset allocation, and risk management strategies
• Conduct insurance and financial reviews and recommend personalized product solutions based on client’s needs
• Maintain compliance with financial and insurance regulations
• Perform client needs analysis and have in-depth sales conversations

Preferred Qualifications

• Active Life & Health license (required)
• SAE, Series 6, 63 and/or 65 licenses preferred
• Previous experience in financial services and/or insurance
• Strong communication and analytical skills
• Professional, trustworthy, and customer-focused demeanor

Compensation: $65,000.00 - $100,000.00 per year

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