Insurance & Financial Services Advisor - Client Growth

Joshuawaguespack; Harvey (LA); On-site; USD 55,000 - 85,000; Full time

Benefits offered by this job

Simple IRA

Competitive salary

Paid time off

Training & development

Job summary

State Farm in Harvey, LA seeks an Insurance and Financial Services Position to grow the agency through client relationships and cross-department collaboration. You will proactively market products and services, assisting clients with retirement planning, investments, and insurance needs, while staying current with market trends.

As a sociable, sales-minded professional, you will contribute to daily operations and help improve customers' lives through meaningful advisory support and

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

Interpersonal skills

FINRA licenses (7/63) preferred

Job description

State Farm in Harvey, LA seeks an Insurance and Financial Services Position to grow the agency through client relationships and cross-department collaboration. You will proactively market products and services, assisting clients with retirement planning, investments, and insurance needs, while staying current with market trends.

As a sociable, sales-minded professional, you will contribute to daily operations and help improve customers' lives through meaningful advisory support and