District Life and Financial Services Producer
1 month ago
Join Jerry Vestesen District Office, a Farmers Insurance District office located in the vibrant city of Chico, California. As a Life and Financial Sales Agent, you will have the opportunity to work directly with clients, providing essential financial planning services and life insurance solutions. Our office fosters a positive and inviting atmosphere, focused on helping individuals and families secure their financial future. Earn a monthly base, plus unlimited commission opportunity without having to cold call for new business. We are looking for a high level sales producer to cross sale life and financial services to our over 50,000 policy holders.
Benefits
Monthly Base Salary + Commission
Paid Time Off (PTO)
Flexible Schedule
Mon-Fri Schedule
Career Growth Opportunities
Responsibilities
Client Consultation: Engage with clients to understand their financial needs and provide personalized advice.
Financial Planning: Develop comprehensive financial plans tailored to each client's unique goals and circumstances.
Investment Management: Monitor and adjust investment portfolios to optimize growth and minimize risk.
Risk Assessment: Evaluate clients' risk tolerance and recommend appropriate insurance and investment products.
Relationship Building: Cultivate strong, long-term relationships with clients to foster trust and loyalty.
Market Research: Stay informed about financial market trends and regulatory changes to provide informed recommendations.
Continuous Education: Continuously enhance your knowledge and skills through ongoing professional development.
Requirements
Licensing: Must have a valid Life and Health Insurance License in California or be able to obtain one.Experience: Previous experience in financial planning, insurance sales, or related fields is preferred.Communication Skills: Excellent verbal and written communication skills, with the ability to explain complex financial concepts in a clear and concise manner.Client Focus: Demonstrated commitment to providing outstanding customer service and building long-term client relationships.Adaptability: Comfortable working in a hybrid remote setting, balancing independent work with team collaboration.Team Player: Ability to work collaboratively with colleagues and actively contribute to a positive and supportive work environment.Technology Proficiency: Familiarity with financial planning software, CRM systems, and other digital tools used in the financial services industry.
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Chico, California, United States Jerry Vestesen District Office Full timeJob OverviewAt Jerry Vestesen District Office, we are seeking a highly skilled and motivated individual to join our team as a District Life and Financial Services Producer. As a Life and Financial Sales Agent, you will have the opportunity to work directly with clients, providing essential financial planning services and life insurance solutions.Key...
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