Insurance & Financial Services Advisor — Growth & Planning

Tonyjr; Arlington (TX); On-site; USD 50,000 - 70,000; Full time

Benefits offered by this job

401(k)

401(k) matching

Competitive salary

Flexible schedule

Opportunity for advancement

Paid time off

Job summary

Tj Villarreal - State Farm Agent in Arlington, Texas, is seeking an Insurance and Financial Services Position - State Farm Team Member. In this role, you will be essential to our daily business operations, focusing on building customer relationships and providing tailored financial and insurance solutions.

Ideal candidates will possess at least 3 years of experience in the insurance sector, showcasing strong communication, interpersonal skills, and relevant licenses. We also offer competitive benefits, including a flexible schedule and opportunities for career advancement.

Qualifications

• 3+ years of experience in insurance and financial services.
• Strong communication and interpersonal skills.
• Licensing 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 and investment management.

Skills

Communication skills

Interpersonal skills

Sales skills

Tools

FINRA Series 7

FINRA Series 63

Insurance license

Job description

Benefits:

• 401(k)
• 401(k) matching
• Competitive salary
• Flexible schedule
• Opportunity for advancement
• Paid time off

ROLE DESCRIPTION:

As Insurance and Financial Services Position - State Farm Team Member for Tj Villarreal - State Farm Agent, you are vital to our daily business operations and customers’ success. You grow our agency through meaningful customer relations and acting as a liaison between customer needs and agency departments. You improve the lives of our customers by proactively marketing relevant products and services.

Grow your career as you improve your community. As an attentive, sociable, and sales-minded professional, we are eager to have you on our team.

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.

QUALIFICATIONS:

• 3+ years of experience in insurance and financial services.
• Communication and interpersonal skills.
• Licenses in insurance and FINRA Series 7 and 63 preferred.