Strategic Insurance & Financial Services Account Manager

State Farm; Pinole (CA); On-site; USD 65,000 - 90,000; Full time

Job summary

State Farm in Pinole, CA is seeking an Insurance and Financial Services Account Manager to strengthen client relationships and coordinate between client needs and agency departments.

You will promote relevant products, assist with retirement planning and investments, and stay informed about market trends to support clients’ financial well-being. Ideal candidates are attentive, personable, and sales-driven.

Qualifications

• Licenses must be active prior to employment.
• 2+ years of experience in insurance or financial services preferred.
• FINRA Series 65 and/or ChFC highly desirable.
• Excellent communication and interpersonal skills required.

Responsibilities

• Develop and maintain customer relationships in insurance and financial services.
• Consult customers with 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

Sales

Customer relationships

Education

Property & Casualty & Life/Accident & Health license

FINRA Series 65 license

ChFC certification

Job description

State Farm in Pinole, CA is seeking an Insurance and Financial Services Account Manager to strengthen client relationships and coordinate between client needs and agency departments.

You will promote relevant products, assist with retirement planning and investments, and stay informed about market trends to support clients’ financial well-being. Ideal candidates are attentive, personable, and sales-driven.