Insurance and Financial Services Career Opportunity

3 weeks ago


Irvine, California, United States Wally Shao - State Farm Agent Full time
Job OverviewAs a vital member of the Wally Shao - State Farm Agent team, you will play a crucial role in our daily business operations and customer success. Your primary responsibility will be to grow our agency through meaningful client relationships and acting as a liaison between customer needs and agency departments. You will improve the lives of our customers by proactively marketing relevant products and services.

Key Responsibilities
  • Develop and maintain client relationships in insurance and financial services.
  • Provide clients with comprehensive financial planning and insurance advice.
  • Assist clients with retirement planning, investment management, and insurance needs.
  • Stay current with market trends and product offerings.
Requirements
  • 3+ years of experience in insurance and financial services.
  • Strong communication and interpersonal skills.
  • Licenses in insurance and FINRA Series 7 and 63 preferred.


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