Insurance & Financial Services Advisor

Tony Rhoades - State Farm Agent; Bowling Green (KY); On-site; USD 60,000 - 90,000; Full time

Benefits offered by this job

Competitive salary

Opportunity for advancement

Job summary

Tony Rhoades - State Farm Agent in Bowling Green, KY seeks an Insurance and Financial Services professional to grow the agency through client relations and partnership with internal departments. The role focuses on delivering tailored insurance and financial solutions while strengthening community ties.

You will advise on retirement planning, investments, and insurance needs, staying updated on market trends and product offerings to best serve clients and the agency.

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.
• Stay current with market trends and product offerings.

Skills

Communication skills

Customer relations

Sales mindset

Education

Licenses in insurance and FINRA (Series 7 & 63) preferred

Job description

Tony Rhoades - State Farm Agent in Bowling Green, KY seeks an Insurance and Financial Services professional to grow the agency through client relations and partnership with internal departments. The role focuses on delivering tailored insurance and financial solutions while strengthening community ties.

You will advise on retirement planning, investments, and insurance needs, staying updated on market trends and product offerings to best serve clients and the agency.