ROLE DESCRIPTION:
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:
- Provide investment options and consult securities to customers.
- Conduct financial needs analysis and recommend investment, life, and health products.
- Manage customers portfolios and provide ongoing support.
- Stay updated on market trends and regulatory changes.
- Maintain accurate records of transactions and customers interactions.
- Ensure compliance with industry regulations and standards.
QUALIFICATIONS:
- Series 6/63/65/7 or SIE license and other relevant certifications.
- Strong knowledge of investment products and financial markets.
- Communication and customer service skills.
- Ability to build and maintain customers relationships.
- Detail-oriented with strong analytical skills.
- High ethical standards and professionalism.
How to Apply:
Please review our website below, and if you think our office is a good fit, and you are ready to embark on an exciting career in insurance sales, we want to hear from you!
www.protectyourdreams.biz
Robert Ndegwa - State Farm Agent is an equal opportunity employer and encourages applications from individuals of all backgrounds.
