Insurance & Financial Services Advisor Growth & Planning

Brantblessing; Florida; Sur place; USD 50 000 - 70 000; Plein temps

Avantages offerts par ce poste

Licensing paid by agency

Simple IRA

Health insurance

Opportunities for advancement

Bonus based on performance

Competitive salary

Paid time off

Training & development

Résumé du poste

A leading insurance agency in New York is seeking an Insurance and Financial Services Position - State Farm Team Member. The role involves developing customer relationships, consulting on financial planning, and assisting with retirement planning. Candidates should have over 3 years of experience in the industry. The agency offers competitive benefits and opportunities for advancement.

Qualifications

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

Responsabilités

• 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.

Connaissances

Communication skills

Interpersonal skills

Sales skills

Bilingual

Description du poste

Benefits:

• Licensing paid by agency
• Simple IRA
• Health insurance
• Opportunity for advancement
• Bonus based on performance
• Competitive salary
• Paid time off
• Training & development
• Company parties
• Profit sharing

Role: Account Representative

Brant Blessing State Farm

As an Account Representative at Brant Blessing State Farm, you’ll play an important role in our daily operations and help customers succeed. You’ll build strong relationships, learn how to identify customer needs, and work closely with our team to recommend the right insurance and financial solutions. With coaching and training provided, you’ll grow your skills and advance your career while making a positive impact in your community.

If you’re attentive, sociable, and sales-minded, we’d love to welcome you to our team.

Responsibilities

• Build and maintain strong customer relationships through proactive communication and follow-up
• Consult with customers to understand their needs and help connect them with appropriate insurance and financial solutions
• Assist customers with coverage reviews and policy support using the guidance/training provided by the agency
• Support customers with planning conversations (insurance, retirement, and financial goals—training included)
• Stay current on agency products, services, and process updates
• Participate in ongoing coaching, training, and professional development
• Contribute to agency growth by identifying sales opportunities and maintaining a positive, customer-focused experience

Qualifications

• No insurance experience required—training and coaching will be provided
• Strong communication and interpersonal skills
• Customer service mindset with the ability to build trust and rapport
• Sales-minded and motivated to learn
• Ability to work in a team environment and follow structured processes
• Must be willing to obtain any required state insurance licensing (if applicable) and complete onboarding training

Preferred (not required):

• Experience in sales, customer service, or a related field
• Bilingual candidates are a plus