Insurance & Financial Services Advisor

Planwithsam; Louisville (KY); On-site; USD 50,000 - 70,000; Full time

Benefits offered by this job

Bonus based on performance

Dental insurance

Health insurance

Vision insurance

Job summary

A financial services company is seeking an Insurance and Financial Services Position State Farm Team Member. The role involves developing customer relationships, providing financial planning and insurance options, and assisting with investment management and retirement planning. Candidates should have over 3 years of experience and possess strong communication and interpersonal skills. This position offers a chance to grow your career while making a positive impact in the community.

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

A financial services company is seeking an Insurance and Financial Services Position State Farm Team Member. The role involves developing customer relationships, providing financial planning and insurance options, and assisting with investment management and retirement planning. Candidates should have over 3 years of experience and possess strong communication and interpersonal skills. This position offers a chance to grow your career while making a positive impact in the community.