Insurance & Financial Services Advisor (Flexible Schedule)

Chrissutherlandagency; Colorado Springs (CO); On-site; USD 45,000 - 70,000; Full time

Benefits offered by this job

401(k) matching

Dental insurance

Health insurance

Advancement opportunity

Paid time off

Vision insurance

Training & development

Bonus based on performance

Competitive salary

Flexible schedule

Job summary

Chris Sutherland - State Farm Agent in Colorado Springs seeks an Insurance and Financial Services Position Team Member. You will market financial products, educate customers on options, and support a sales-minded, consultative approach with strong analytical precision.

Responsibilities include consulting on planning and insurance coverage, identifying needs, generating leads, performing financial reviews, and ensuring regulatory compliance in a dynamic agency environment.

Qualifications

• Active Life & Health license is required or ability to obtain quickly.
• Strong communication and analytical skills are essential.
• Professional, trustworthy and customer-focused demeanor.

Responsibilities

• Consult customers on financial planning, investment options, and life/health insurance coverage.
• Identify customer needs and present tailored insurance solutions.
• Proactively generate and follow up on leads to drive new business.
• Conduct financial reviews and recommend appropriate products.
• Maintain compliance with financial regulations.

Skills

Strong communication skills

Analytical thinking

Customer-focused

Sales-oriented

Education

Life & Health license (active)

Tools

FINRA Series 6/63/65 or SIE license

Job description

Chris Sutherland - State Farm Agent in Colorado Springs seeks an Insurance and Financial Services Position Team Member. You will market financial products, educate customers on options, and support a sales-minded, consultative approach with strong analytical precision.

Responsibilities include consulting on planning and insurance coverage, identifying needs, generating leads, performing financial reviews, and ensuring regulatory compliance in a dynamic agency environment.