Insurance & Financial Services Advisor - Client Growth

Kevin Piscitelli - State Farm Agent; Worcester (MA); On-site; USD 65,000 - 95,000; Full time

Benefits offered by this job

401(k)

401(k) matching

Bonus based on performance

Company parties

Opportunity for advancement

Paid time off

Job summary

Kevin Piscitelli - State Farm Agent is seeking a qualified Insurance and Financial Services Position to grow our agency through meaningful client relationships and proactive marketing of relevant products and services.

The successful candidate will develop and maintain client relationships, provide comprehensive financial and insurance advice, assist with retirement planning and investments, and stay updated on market trends.

Qualifications

• 3+ years of experience in insurance and financial services.
• Licenses in insurance and FINRA SIE, Series 6 and 63 preferred.
• Property and Casualty license (must be able to obtain).

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

Education

FINRA SIE

Series 6

Series 63

Insurance license (P&C)

Job description

Kevin Piscitelli - State Farm Agent is seeking a qualified Insurance and Financial Services Position to grow our agency through meaningful client relationships and proactive marketing of relevant products and services.

The successful candidate will develop and maintain client relationships, provide comprehensive financial and insurance advice, assist with retirement planning and investments, and stay updated on market trends.