Insurance & Financial Services Advisor - Bonus Eligible

Michael Affholter - State Farm Agent

Modesto (CA)

On-site

USD 50,000 - 70,000

Full time

14 days+

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Benefits offered by this job

Bonus based on performance
Competitive salary
Paid time off
401(k)
401(k) matching

Job summary

Michael Affholter - State Farm Agent in Modesto, California is looking for an Insurance and Financial Services Position to enhance customer relations and business operations. This role involves consulting customers on financial planning, growing the agency by connecting customer needs with agency services.

The ideal candidate has a minimum of 3 years in insurance and financial services, strong communication, and interpersonal skills. Preferred qualifications include insurance licenses and FINRA Series 7 and 63.

Enjoy a competitive salary, bonuses based on performance, and comprehensive benefits.

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 and investment management.
  • Stay current with market trends and product offerings.

Skills

Communication skills
Interpersonal skills
Customer relations
Sales skills

Job description

Michael Affholter - State Farm Agent in Modesto, California is looking for an Insurance and Financial Services Position to enhance customer relations and business operations. This role involves consulting customers on financial planning, growing the agency by connecting customer needs with agency services.

The ideal candidate has a minimum of 3 years in insurance and financial services, strong communication, and interpersonal skills. Preferred qualifications include insurance licenses and FINRA Series 7 and 63.

Enjoy a competitive salary, bonuses based on performance, and comprehensive benefits.

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