Insurance & Financial Services Advisor: Client Growth

Hoaglund Ins and Fin Svcs Inc; Champlin (MN); On-site; USD 50,000 - 70,000; Full time

Benefits offered by this job

401(k)

401(k) matching

Bonus based on performance

Competitive salary

Dental insurance

Health insurance

Paid time off

Job summary

Hoaglund Ins and Fin Svcs Inc in Champlin, Minnesota is seeking a motivated Insurance and Financial Services Position - State Farm Team Member to contribute to the daily operations and success of clients. The role focuses on building client relationships and marketing essential products and services.

The ideal candidate will have over 3 years of experience in insurance and financial services, strong communication skills, and preferred licensing in insurance and FINRA Series 7/63. Join us in enhancing your career while enriching your community.

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

Strong communication skills

Interpersonal skills

Client relations

Tools

FINRA Series 7

FINRA Series 63

Job description

Hoaglund Ins and Fin Svcs Inc in Champlin, Minnesota is seeking a motivated Insurance and Financial Services Position - State Farm Team Member to contribute to the daily operations and success of clients. The role focuses on building client relationships and marketing essential products and services.

The ideal candidate will have over 3 years of experience in insurance and financial services, strong communication skills, and preferred licensing in insurance and FINRA Series 7/63. Join us in enhancing your career while enriching your community.