Insurance & Financial Services Advisor — Client Growth & Planning

Annette Burkhard - State Farm Agent; Huntersville (NC); On-site; USD 45,000 - 65,000; Full time

Job summary

Burkhard State Farm Insurance in Huntersville, NC, seeks an Insurance and Financial Sales Representative to grow the agency by building client relationships and matching needs with appropriate products and services.

You will advise clients on retirement planning, investments, and insurance while staying informed about market trends and offerings. This role emphasizes customer-focused service and proactive community engagement.

Qualifications

• 1+ 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

Interpersonal skills

Customer service oriented

Education

Insurance license preferred

FINRA Series 7 and 63 preferred

Job description

Burkhard State Farm Insurance in Huntersville, NC, seeks an Insurance and Financial Sales Representative to grow the agency by building client relationships and matching needs with appropriate products and services.

You will advise clients on retirement planning, investments, and insurance while staying informed about market trends and offerings. This role emphasizes customer-focused service and proactive community engagement.