Insurance & Financial Solutions Advisor

Kristin Staropoli - State Farm Agent; Tigard (OR); On-site; USD 45,000 - 75,000; Full time

Benefits offered by this job

401(k) matching

Bonus based on performance

Health insurance

Paid time off

Training & development

Job summary

Kristin Staropoli - State Farm Agent is seeking a Financial Services Representative to educate customers on insurance options, conduct needs-based reviews, and market financial products. The role emphasizes financial planning guidance, a consultative approach, and meeting sales goals with support for licenses where available.

As a team member at a State Farm Agent office, you will collaborate with clients to assess risks, offer suitable products, and provide ongoing reviews to optimize financial

Qualifications

• 2+ years of experience in insurance or a relevant financial field.
• Life/Health insurance license is required.
• Strong analytical, organizational and problem-solving abilities.
• Excellent communication and interpersonal skills.
• Proven track record of meeting sales goals or quotas.
• FINRA Series 6, 63, and 65 licenses preferred.

Responsibilities

• Educate customers about insurance options using a needs-based review process.
• Conduct appointments, identify customer needs, and market appropriate products and services.
• Provide clients with financial planning and investment advice (Series licenses if available).
• Conduct financial reviews and recommend appropriate products.

Skills

Analytical skills

Organizational skills

Problem-solving skills

Communication skills

Interpersonal skills

Sales orientation

Education

Life/Health insurance license

Job description

Kristin Staropoli - State Farm Agent is seeking a Financial Services Representative to educate customers on insurance options, conduct needs-based reviews, and market financial products. The role emphasizes financial planning guidance, a consultative approach, and meeting sales goals with support for licenses where available.

As a team member at a State Farm Agent office, you will collaborate with clients to assess risks, offer suitable products, and provide ongoing reviews to optimize financial