Remote Financial Advisor & Insurance Specialist

Rickasmith; Indianapolis (IN); Hybride; USD 42 000 - 68 000; Plein temps

Avantages offerts par ce poste

Simple IRA

Health insurance

Opportunity for advancement

Paid time off

Training & development

Bonus based on performance

Competitive salary

Flexible schedule

Résumé du poste

Rick Smith - State Farm Agent is seeking a Financial Services Representative to join our team. You will market financial products, educate customers on options, and build relationships in our Indianapolis-area agency. This role blends sales with advisory support to help clients manage risks and plan for the future.

Flexible work-from-home options are available. You should be coachable, organized, and customer-focused, with a valid Life & Health license or the ability to obtain quickly; FINRA

Qualifications

• Active Life & Health license (required or ability to obtain quickly)
• FINRA Series 6/63/65 or SIE license preferred
• Previous experience in financial services and/or insurance
• Strong communication and analytical skills
• Professional, trustworthy, and customer-focused demeanor

Responsabilités

• Consult customers on financial planning, investment options, and life/health insurance coverage.
• Identify customer needs and present tailored insurance solutions.
• Proactively generate and follow up on leads to drive new business.
• Conduct financial reviews and recommend appropriate products.
• Maintain compliance with financial regulations.

Connaissances

Strong communication

Analytical skills

Customer-focused

Description du poste

Rick Smith - State Farm Agent is seeking a Financial Services Representative to join our team. You will market financial products, educate customers on options, and build relationships in our Indianapolis-area agency. This role blends sales with advisory support to help clients manage risks and plan for the future.

Flexible work-from-home options are available. You should be coachable, organized, and customer-focused, with a valid Life & Health license or the ability to obtain quickly; FINRA