Financial Planning Specialist

7 days ago


Sylva, North Carolina, United States Patricia Bryson-Wink - State Farm Agent Full time
About the Opportunity

We are seeking an experienced Insurance and Financial Services Position to join our dynamic team at Patricia Bryson-Wink - State Farm Agent. As a key member of our team, you will play a critical role in growing our agency through strong client relationships and effective communication.

What We Offer

In this exciting opportunity, you will have the chance to:

  1. Develop and maintain strong relationships with clients to understand their insurance and financial needs.
  2. Provide clients with comprehensive financial planning and insurance advice to help them achieve their goals.
  3. Assist clients with risk management strategies, including retirement planning, investment management, and insurance needs.
  4. Stay current with market trends and product offerings to provide expert advice to clients.
Why Join Us?

We offer a supportive and dynamic work environment that fosters growth and development. Our team is passionate about delivering exceptional service to our clients, and we are committed to helping you succeed in your career.

Requirements
  • Experience: 3+ years of experience in insurance and financial services.
  • Communication Skills: Strong communication and interpersonal skills to effectively interact with clients and colleagues.
  • Licenses: NC Licenses in Property, Casualty, Life, and Health preferred.
Estimated Salary Range

$60,000 - $80,000 per year, depending on experience and qualifications.



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