Insurance & Financial Services Advisor — Client Growth & Planning

Calvin Johnson - State Farm Agent; South Bend (IN); On-site; USD 42,000 - 62,000; Full time

Benefits offered by this job

Bonus

Competitive salary

Paid time off

Training & development

Job summary

Calvin Johnson - State Farm Agent is seeking an Insurance and Financial Services Position - State Farm Team Member to support daily operations and help customers achieve their financial goals. You will develop relationships, market relevant products, and advise clients on retirement planning and insurance options, with a focus on growth and community impact.

Grow your career by staying connected with customers, adapting to market trends, and providing proactive service within a collaborative

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 skills

Interpersonal skills

Sales mindset

Customer relations

Education

Insurance licenses (preferred)

FINRA Series 7 & 63 preferred

Job description

Calvin Johnson - State Farm Agent is seeking an Insurance and Financial Services Position - State Farm Team Member to support daily operations and help customers achieve their financial goals. You will develop relationships, market relevant products, and advise clients on retirement planning and insurance options, with a focus on growth and community impact.

Grow your career by staying connected with customers, adapting to market trends, and providing proactive service within a collaborative