Insurance and Financial Services Career Opportunity

6 days ago


Ann Arbor, Michigan, United States Lisa Rich - State Farm Agent Full time

We are seeking a talented and experienced professional to join our team as an Insurance and Financial Services Position. As a key member of the Lisa Rich - State Farm Agent team, you will play a vital role in helping us achieve our goals and deliver exceptional results for our customers.

Job Overview

The ideal candidate will have 3+ years of experience in insurance and financial services, with a strong background in sales and client relationships. They will be responsible for developing and maintaining client relationships, providing comprehensive financial planning and insurance advice, and assisting clients with retirement planning, investment management, and insurance needs.

Responsibilities
  • Client Relationship Development: Develop and maintain strong relationships with existing and new clients, identifying their insurance and financial needs and providing tailored solutions.
  • Financial Planning: Provide clients with comprehensive financial planning and insurance advice, including retirement planning, investment management, and insurance needs.
  • Market Trends: Stay current with market trends and product offerings, ensuring that clients receive the best possible solutions.
Requirements
  • Experience: 3+ years of experience in insurance and financial services.
  • Licenses: Licenses in insurance and FINRA Series 7 and 63 preferred.
  • Skills: Strong communication and interpersonal skills, with the ability to build strong relationships with clients and colleagues.

We offer a competitive salary range of $60,000 - $100,000 per year, depending on experience and qualifications. In addition to a rewarding career, we offer a comprehensive benefits package, including health insurance, paid time off, and bonus opportunities based on performance.



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