Insurance & Financial Services Advisor – Client Planning

Brendan Garvey - State Farm Agent; Aliquippa (Beaver County); On-site; USD 42,000 - 66,000; Full time

Benefits offered by this job

License reimbursement

Performance bonus

Competitive salary

Paid time off

Flexible schedule

Health insurance

Training & development

Job summary

Brendan Garvey - State Farm Agent is seeking a results‑driven team member to support daily operations and grow the agency through strong customer relationships in insurance and financial services. You will act as a liaison between customer needs and agency departments, helping clients select suitable insurance and financial products.

Grow your career as you engage customers with a proactive, sales-minded approach, contributing to community growth and agency success.

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

Customer relationships

Communication skills

Interpersonal skills

Job description

Brendan Garvey - State Farm Agent is seeking a results‑driven team member to support daily operations and grow the agency through strong customer relationships in insurance and financial services. You will act as a liaison between customer needs and agency departments, helping clients select suitable insurance and financial products.

Grow your career as you engage customers with a proactive, sales-minded approach, contributing to community growth and agency success.