Insurance and Financial Services Position - State Farm Team Member at Daniel Parker - State Farm Agent

Financial Services And Insurance Professional

Are you an experienced financial services and insurance professional who thrives on building strong client relationships and guiding clients toward a secure financial future? Our State Farm agency is seeking a client-focused individual who can confidently consult our existing clients on financial products, retirement planning, college planning, life and disability insurance, and other long-term protection strategies.

This role is ideal for someone who enjoys meaningful, needs-based conversations with clients, has strong analytical skills, and can identify the right mix of products to meet our client's needs.

Key responsibilities include:

• Consult clients on financial products, investment options, and life and disability insurance coverage
• Assist clients with portfolio management, asset allocation, and risk management strategies
• Conduct insurance and financial reviews and recommend personalized product solutions based on client's needs
• Maintain compliance with financial and insurance regulations
• Perform client needs analysis and have in-depth sales conversations

Preferred qualifications include:

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

If you're ready to combine your expertise in financial services with the opportunity to lead, mentor, and make a lasting impact on customers' lives, we'd love to hear from you.