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Insurance and Financial Services Professional

2 months ago


Fort Wayne, Indiana, United States Amanda Elam - State Farm Agent Full time
Job Overview

We are seeking a highly motivated and experienced Insurance and Financial Services Professional to join our team at Amanda Elam - State Farm Agent. As a key member of our team, you will play a vital role in our daily business operations and customer success.

Key Responsibilities
  • Client Relationship Development: Develop and maintain strong relationships with clients in insurance and financial services, providing them with comprehensive financial planning and insurance advice.
  • Financial Planning and Insurance Advice: Assist clients with retirement planning, investment management, and insurance needs, staying current with market trends and product offerings.
  • Team Collaboration: Work closely with our agency departments to ensure seamless delivery of services to our clients.
Requirements
  • Experience: 3+ years of experience in insurance and financial services.
  • Skills: Strong communication and interpersonal skills, with licenses in insurance and FINRA Series 7 and 63 preferred.