Insurance & Financial Services Advisor

Gregg Hancock - State Farm Agent; Pleasant Valley Township (IA); On-site; USD 45,000 - 70,000; Full time

Benefits offered by this job

Simple IRA Matching

Bonus based on performance

Opportunity for advancement

Paid time off

Training & development

Free food & snacks

Job summary

Gregg Hancock - State Farm Agent in Pleasant Valley Township, Iowa, is seeking an Insurance and Financial Services Position - State Farm Team Member to enhance business operations and customer success. The role involves cultivating customer relationships and aligning services with their needs.

Ideal candidates are sociable, sales-minded professionals with at least 3 years in insurance and financial services. The position offers benefits including IRA matching and performance bonuses.

Qualifications

• 3+ years of experience in insurance and financial services.
• Strong communication and interpersonal skills.
• Licenses are preferred but not mandatory.

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.

Skills

Communication skills

Interpersonal skills

Sales skills

Education

Licenses in insurance and FINRA Series 7 and 63

Job description

Gregg Hancock - State Farm Agent in Pleasant Valley Township, Iowa, is seeking an Insurance and Financial Services Position - State Farm Team Member to enhance business operations and customer success. The role involves cultivating customer relationships and aligning services with their needs.

Ideal candidates are sociable, sales-minded professionals with at least 3 years in insurance and financial services. The position offers benefits including IRA matching and performance bonuses.