Insurance & Financial Services Advisor — Retirement & Growth

Ty Haschig

White Bear Lake (MN)

On-site

USD 42,000 - 65,000

Full time

14 days+

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Benefits offered by this job

401(k) matching
Bonus based on performance
Competitive salary
Flexible schedule
Health insurance
Opportunity for advancement
Paid time off
Training & development

Job summary

Ty Haschig - State Farm Agent is seeking an Insurance Account Representative to grow our agency through meaningful customer relationships and proactive product recommendations.

You will develop and maintain client relationships in insurance and financial services, consult on retirement planning and investment options, and stay current with market trends while advancing your career in a community-focused agency.

Qualifications

  • Communication and interpersonal skills are required.
  • Sales experience 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 and interpersonal skills
Sales experience

Job description

Benefits:
  • 401(k) matching
  • Bonus based on performance
  • Competitive salary
  • Flexible schedule
  • Health insurance
  • Opportunity for advancement
  • Paid time off
  • Training & development
ROLE DESCRIPTION:
As and Insurance Account Representative for State Farm, 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:
  • Communication and interpersonal skills.
  • Sales experience preferred
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