Insurance & Financial Services Advisor | Community Impact

Calvinjohnsonagency; South Bend, Northern (IN, KY); Hybrid; USD 22,000 - 26,000; Full time

Benefits offered by this job

Bonus based on performance

Competitive salary

Paid time off

Training & development

Job summary

State Farm in South Bend, IN is seeking an Insurance and Financial Services Team Member to grow the agency through meaningful customer relations and help customers with insurance and financial planning options. This is a full-time position with potential for bonuses and paid time off.

The role focuses on advising clients on retirement planning, investment options, and insurance needs while staying current with market trends and products.

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 oriented

Tools

Licenses in insurance

Job description

State Farm in South Bend, IN is seeking an Insurance and Financial Services Team Member to grow the agency through meaningful customer relations and help customers with insurance and financial planning options. This is a full-time position with potential for bonuses and paid time off.

The role focuses on advising clients on retirement planning, investment options, and insurance needs while staying current with market trends and products.