Insurance & Financial Solutions Advisor

Elizabeth Marshall - State Farm Agent; Wellington (IN); Hybrid; USD 40,000 - 60,000; Full time

Benefits offered by this job

401(k)

Bonus based on performance

Flexible schedule

Health insurance

Paid time off

Training & development

Job summary

Elizabeth Marshall - State Farm Agent in Wellington, Indiana is looking for a Financial Services Representative to join our team. Ideal candidates will have a financial industry background and be dedicated to helping clients secure the proper coverage.

This role emphasizes customer relationships, conducting policy reviews, and educating clients on their insurance options. Join us for a meaningful career with a supportive team environment. We offer full-time and part-time opportunities with benefits varying accordingly.

Qualifications

• Ability to obtain Property & Casualty and Life & Health insurance licenses.
• Strong communication and relationship-building skills.
• Detail-oriented with a customer-first mindset.

Responsibilities

• Conduct policy reviews with existing customers.
• Educate clients on coverage limits and insurance needs.
• Provide tailored financial solutions to customers.
• Maintain professionalism and strong customer relationships.

Skills

Communication skills

Relationship-building

Detail-oriented

Education

Background in insurance or financial services

Job description

Elizabeth Marshall - State Farm Agent in Wellington, Indiana is looking for a Financial Services Representative to join our team. Ideal candidates will have a financial industry background and be dedicated to helping clients secure the proper coverage.

This role emphasizes customer relationships, conducting policy reviews, and educating clients on their insurance options. Join us for a meaningful career with a supportive team environment. We offer full-time and part-time opportunities with benefits varying accordingly.