Insurance & Financial Services Advisor — Growth Path

Ourso Insurance; Baton Rouge (LA); Hybrid; USD 40,000 - 100,000; Full time

Benefits offered by this job

401(k) matching

Bonus based on performance

Competitive salary

Opportunity for advancement

Training & development

Job summary

Ourso Insurance in Baton Rouge, LA seeks an Insurance and Financial Services Team Member to grow the agency through customer relations and cross-selling insurance and financial products. This full-time role partners with Clifton Ourso Jr - State Farm Agent to help clients with retirement planning, investments, and coverage.

Responsibilities include developing client relationships, presenting plans, staying current with market offerings, and supporting advancement.

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 relations

Communication skills

Sales-minded

Tools

Insurance licenses

FINRA Series 7 & 63

Job description

Ourso Insurance in Baton Rouge, LA seeks an Insurance and Financial Services Team Member to grow the agency through customer relations and cross-selling insurance and financial products. This full-time role partners with Clifton Ourso Jr - State Farm Agent to help clients with retirement planning, investments, and coverage.

Responsibilities include developing client relationships, presenting plans, staying current with market offerings, and supporting advancement.