Insurance & Financial Services Advisor - Growth & Planning

Gerard Ciraulo - State Farm Agent; Succasunna (NJ); Vor Ort; USD 70.000 - 90.000; Vollzeit

Benefits dieser Stelle

401(k)

401(k) matching

Bonus based on performance

Competitive salary

Flexible schedule

Paid time off

Training & development

Zusammenfassung

Gerard Ciraulo - State Farm Agent in Succasunna, NJ seeks an Insurance and Financial Services professional to grow the agency through strong customer relations and intelligent guidance on products and services.

You will develop and maintain client relationships, advise on retirement planning and investment options, and stay current with market trends to proactively serve clients and contribute to the agency’s success.

Qualifikationen

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

Aufgaben

• 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.

Kenntnisse

Communication and interpersonal skills

Customer relations

Tools

Series 7 & 63 licenses

Jobbeschreibung

Gerard Ciraulo - State Farm Agent in Succasunna, NJ seeks an Insurance and Financial Services professional to grow the agency through strong customer relations and intelligent guidance on products and services.

You will develop and maintain client relationships, advise on retirement planning and investment options, and stay current with market trends to proactively serve clients and contribute to the agency’s success.