Insurance and Financial Services Position - State Farm Team Member

Roberta Storm - State Farm Agent

Bismarck, ND

JOB DETAILS
SKILLS
Analysis Skills, Communication Skills, Consulting, Customer Relations, Customer Training, Financial Planning, Financial Regulations, Financial Services, Health Insurance, Insurance, Life Insurance, Maintain Compliance, Needs Assessment, Options Analysis, Product Marketing, Regulatory Compliance, Risk Management, Sales, Series 7, Training/Teaching
LOCATION
Bismarck, ND
POSTED
30+ days ago
Benefits:
  • Bonus based on performance
  • Competitive salary
  • Flexible schedule
  • Opportunity for advancement
  • Paid time off
  • Training & development

ROLE DESCRIPTION:
As a Insurance and Financial Services Position - State Farm Team Member with Roberta Storm - State Farm Agent, you will successfully market the financial products that manage everyday risks. Your proficient knowledge reinforces your sales-minded and consultative approach to educating customers on their financial options. Your analytical precision makes you an invaluable resource to customers and a competitive addition to a successful agency.

RESPONSIBILITIES:
  • 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.
QUALIFICATIONS:
  • Active Life & Health license (required or ability to obtain quickly)
  • FINRA Series 7 and 63 licenses preferred
  • Previous experience in financial services and/or insurance
  • Strong communication and analytical skills
  • Professional, trustworthy, and customer-focused demeanor

About the Company

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Roberta Storm - State Farm Agent