Insurance & Financial Services Advisor — Growth & Impact

Brady Schroeder - State Farm Agent; Springfield (IL); On-site; USD 65,000 - 90,000; Full time

Benefits offered by this job

401(k) matching

Bonus based on performance

Health insurance

Advancement opportunities

Paid time off

Job summary

Brady Schroeder - State Farm Agent is seeking an Insurance and Financial Services Position - Team Member to support daily operations and help customers succeed by connecting needs with the right products.

You will grow the agency through meaningful customer relations, stay current with market trends, and contribute to retirement planning and investment guidance.

This role emphasizes teamwork, client-centric service, and opportunities for advancement within the community.

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

Financial planning

Insurance knowledge

Communication skills

Job description

Brady Schroeder - State Farm Agent is seeking an Insurance and Financial Services Position - Team Member to support daily operations and help customers succeed by connecting needs with the right products.

You will grow the agency through meaningful customer relations, stay current with market trends, and contribute to retirement planning and investment guidance.

This role emphasizes teamwork, client-centric service, and opportunities for advancement within the community.