This role is ideal for someone who enjoys building trust with others, has strong problem-solving skills, and is excited to develop their expertise in financial services and long-term financial strategies. If you’re someone who enjoys helping people make smart financial decisions and wants the opportunity to build and grow your skills, this could be a great career path within our agency.
Numbers & Facts
Location
Nebraska City, NE (Remote)
Job Type
Full-time
Description
Benefits:
401(k)
Bonus based on performance
Competitive salary
Flexible schedule
Opportunity for advancement
Paid time off
Training & development
*Fully Remote: Must reside in Nebraska, Iowa, Missouri or Kansas*
Position Overview: Are you interested in building a career in financial services and helping clients plan for their future? Our State Farm agency is seeking a motivated and customer-focused individual who wants to grow our agency through meaningful customer relationships. This position offers the opportunity to help customers with investment and financial planning services, as well as life and health insurance solutions.
This role is ideal for someone who enjoys building trust with others, has strong problem-solving skills, and is excited to develop their expertise in financial services and long-term financial strategies.
Key Responsibilities:
Conduct customer needs analyses and provide guidance on investment products and financial planning options
Help customers understand and secure life and health insurance coverage that supports their financial goals
Build strong relationships with customers through ongoing conversations and account reviews
Maintain accurate records of transactions and customers interaction
Maintain compliance with insurance and financial regulations
Preferred Qualifications:
Active Life & Health license preferred, or willingness to obtain
FINRA securities licenses (Series 6/63/65 or Series 7), or willingness to obtain
Sales or customer service experience in financial services, insurance, or a related field is helpful
Strong communication and relationship-building skills
Motivated, coachable, and interested in long-term career growth in financial services
Must reside in Nebraska, Iowa, Missouri or Kansas
If you’re someone who enjoys helping people make smart financial decisions and wants the opportunity to build and grow your skills, this could be a great career path within our agency.