Insurance & Financial Services Advisor — Grow Client Impact

Rafaelparker; McKinney (TX); On-site; USD 45,000 - 60,000; Full time

Benefits offered by this job

Paid time off

Training & development

Opportunity for advancement

Health insurance

401(k) matching

Bonus based on performance

Competitive salary

Dental insurance

Vision insurance

Job summary

A local insurance and financial services agency is seeking an Insurance and Financial Services Position - State Farm Team Member. The role involves developing client relationships, providing financial planning advice, and assisting with retirement and insurance needs. Ideal candidates should have at least 1 year of experience in the field and possess strong communication skills. This position offers competitive benefits, including health insurance and paid time off.

Qualifications

• 1+ years of experience in insurance and financial services.

Responsibilities

• Develop and maintain client relationships in insurance and financial services.
• Provide clients with comprehensive financial planning and insurance advice.
• Assist clients with retirement planning, investment management, and insurance needs.
• Stay current with market trends and product offerings.

Skills

Strong communication and interpersonal skills

Job description

A local insurance and financial services agency is seeking an Insurance and Financial Services Position - State Farm Team Member. The role involves developing client relationships, providing financial planning advice, and assisting with retirement and insurance needs. Ideal candidates should have at least 1 year of experience in the field and possess strong communication skills. This position offers competitive benefits, including health insurance and paid time off.