Insurance & Financial Services Advisor – Plan & Grow

Trent Wilkins - State Farm Agent; McKinney (TX); On-site; USD 45,000 - 65,000; Full time

Benefits offered by this job

401(k) matching

Competitive salary

Paid time off

Parental leave

Job summary

Trent Wilkins - State Farm Agent in McKinney, Texas, is seeking a dedicated Insurance and Financial Services Position - State Farm Team Member. In this role, you will enhance customer relationships and support their financial needs by providing tailored insurance and financial solutions.

If you are sales-minded, sociable, and have a passion for serving the community, we invite you to grow your career with us. This role plays a crucial part in our agency's daily operations and success.

Qualifications

• 3+ years of experience in insurance and financial services.
• Strong communication and interpersonal skills.
• Preferred licenses: insurance and FINRA Series 7/63.

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.
• Stay current with market trends and product offerings.

Skills

Communication skills

Interpersonal skills

Education

Licenses in insurance

FINRA Series 7

FINRA Series 63

Job description

Trent Wilkins - State Farm Agent in McKinney, Texas, is seeking a dedicated Insurance and Financial Services Position - State Farm Team Member. In this role, you will enhance customer relationships and support their financial needs by providing tailored insurance and financial solutions.

If you are sales-minded, sociable, and have a passion for serving the community, we invite you to grow your career with us. This role plays a crucial part in our agency's daily operations and success.