Insurance and Financial Services Position - State Farm Team Member

Joshua Marsh - State Farm Agent; Upland (CA); On-site; USD 27,552 - 34,440; Part time

Benefits offered by this job

Bonus based on performance

Flexible schedule

Free food & snacks

Paid time off

Training & development

Company parties

Opportunity for advancement

Job summary

Joshua Marsh - State Farm Agent in Upland, California, is searching for a dedicated Insurance and Financial Services Position. You will play a crucial role in building strong client relationships while offering viable financial planning and insurance advice. This position helps grow the agency and contributes to community well-being.

Successful candidates will demonstrate proficiency in communication and possess strong interpersonal skills, along with 3+ years of experience in the insurance sector. Enjoy a flexible schedule with performance-based bonuses and additional benefits.

Qualifications

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

Responsibilities

• Develop and maintain client relationships in insurance and financial services.
• Provide clients with comprehensive financial planning and insurance advice.
• Assist clients with retirement planning, investment management, and insurance needs.

Skills

Communication skills

Interpersonal skills

Sales-minded

Job description

Insurance And Financial Services Position

As Insurance and Financial Services Position - State Farm Team Member for Joshua Marsh - State Farm Agent, you are vital to our daily business operations and customers' success. You grow our agency through meaningful client 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 better your community. As an attentive, sociable, and sales-minded professional, we are eager to have you on our team.

Benefits: Bonus based on performance, Flexible schedule, Free food & snacks, Paid time off, Training & development, Company parties, Opportunity for advancement

Responsibilities:

• Develop and maintain client relationships in insurance and financial services.
• Provide clients with comprehensive financial planning and insurance advice.
• Assist clients 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.
• Strong communication and interpersonal skills.
• Licenses in insurance and FINRA Series 7 and 63 preferred.

Compensation: $20.00 - $25.00 per hour

My team's mission is to help people manage the risks of everyday life, recover from the unexpected and realize their dreams. We are located in Ontario, CA and help customers with their insurance and financial services needs, including:

• Auto insurance
• Home insurance
• Life insurance
• Retirement planning

State Farm agents are independent contractors who hire their own employees. State Farm agents' employees are not employees of State Farm. Agents are responsible for and make all employment decisions regarding their employees.