Insurance & Financial Services Advisor — Flexible Schedule

Collin Doyle - State Farm Agent

Mayfield (OH)

On-site

USD 52,000 - 78,000

Full time

14 days+
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Benefits offered by this job

Simple IRA
Bonus based on performance
Competitive salary
Paid time off
Training & development
Flexible schedule
Health insurance
Opportunity for advancement

Job summary

Collin Doyle - State Farm Agent is seeking an Insurance and Financial Services Position - State Farm Team Member to grow the agency through meaningful customer relations and by aligning customer needs with appropriate products. You will promote relevant services and support retirement planning and investments.

The role emphasizes a sociable, sales-minded professional who can help customers grow and protect their financial lives within the community and agency structure.

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
Insurance knowledge
Financial planning
Sales skills
Communication

Job description

Collin Doyle - State Farm Agent is seeking an Insurance and Financial Services Position - State Farm Team Member to grow the agency through meaningful customer relations and by aligning customer needs with appropriate products. You will promote relevant services and support retirement planning and investments.

The role emphasizes a sociable, sales-minded professional who can help customers grow and protect their financial lives within the community and agency structure.

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