Insurance & Financial Services Advisor — Growth & Planning

Craig Bansbach - State Farm Agent; Suwanee (GA); On-site; USD 50,000 - 70,000; Full time

Benefits offered by this job

Bonus based on performance

Opportunity for advancement

Paid time off

Job summary

Craig Bansbach - State Farm Agent in Suwanee, Georgia is seeking an Insurance and Financial Services Position - State Farm Team Member. In this role, you will be instrumental in building customer relationships and supporting clients with their insurance and financial planning needs.

Ideal candidates should possess strong communication skills and have a minimum of 3 years' experience in the relevant field. This position offers opportunities for advancement and a bonus based on performance.

Qualifications

• 3+ years of experience in insurance and financial services.
• 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

Communication skills

Interpersonal skills

Job description

Craig Bansbach - State Farm Agent in Suwanee, Georgia is seeking an Insurance and Financial Services Position - State Farm Team Member. In this role, you will be instrumental in building customer relationships and supporting clients with their insurance and financial planning needs.

Ideal candidates should possess strong communication skills and have a minimum of 3 years' experience in the relevant field. This position offers opportunities for advancement and a bonus based on performance.