Analysis Skills, Communication Skills, Consulting, Customer Relations, Customer/Client Research, Financial Planning, Financial Regulations, Financial Services, Health Insurance, Insurance, Insurance Regulations, Life Insurance, Maintain Compliance, Problem Solving Skills, Reimbursement, Sales, Training/Teaching
- License reimbursement
- Bonus based on performance
- Competitive salary
- Flexible schedule
- Opportunity for advancement
- Paid time off
- Training & development
Position Overview:
Are you an experienced financial services and insurance professional who thrives on building strong customer relationships and guiding clients toward a secure financial future? Our State Farm agency is seeking a customer-focused individual who can confidently consult on financial planning, life and health insurance, and long-term protection strategies.
This role is ideal for someone who enjoys meaningful conversations with customers, has strong analytical skills, and can identify the right mix of products to meet their needs.
Responsibilities:
- Consult customers on financial planning and life/health insurance coverage.
- Conduct financial reviews and recommend personalized product solutions.
- Maintain compliance with financial and insurance regulations.
- Perform customer needs analysis and engage in sales conversations.
Qualifications:
- Active Life & Health license (or willingness to obtain within 30 days).
- Previous experience in financial services and/or insurance preferred.
- Strong communication and analytical skills.
- Professional, trustworthy, and customer-focused demeanor.
R
Ryan Russ - State Farm Agent