Insurance & Financial Services Advisor | Client Growth & Planning

Tamika Walker - State Farm Agent; Fredericksburg (VA); On-site; USD 60,000 - 75,000; Full time

Job summary

Tamika Walker - State Farm Agent seeks an Insurance and Financial Services Team Member in Fredericksburg, VA. You will develop and maintain customer relationships, advise on insurance and financial options, and support retirement planning and investments within a supportive agency environment.

The role requires strong communication and interpersonal skills, and licenses in insurance and FINRA Series 7/63 are preferred.

Qualifications

• 3+ years of experience in insurance and financial services.
• Communication and interpersonal skills.
• 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, investment management, and insurance needs.
• Stay current with market trends and product offerings.

Skills

Communication

Interpersonal skills

Job description

Tamika Walker - State Farm Agent seeks an Insurance and Financial Services Team Member in Fredericksburg, VA. You will develop and maintain customer relationships, advise on insurance and financial options, and support retirement planning and investments within a supportive agency environment.

The role requires strong communication and interpersonal skills, and licenses in insurance and FINRA Series 7/63 are preferred.