District Life and Financial Services Producer

3 days ago


Chico, California, United States Jerry Vestesen District Office Full time
Job Overview

At 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 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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