Financial Services Specialist

6 days ago


Beloit, Wisconsin, United States Nick Oldenburg - State Farm Agent Full time
Job Overview

We are seeking a highly motivated Financial Services Specialist to join our team at Nick Oldenburg - State Farm Agent. As a key member of our insurance and financial services team, you will play a vital role in growing our agency through meaningful client relationships and providing exceptional customer service.


Estimated Salary

$60,000 - $80,000 per year based on experience.


Job Responsibilities
  • Develop and Maintain Client Relationships
  • Provide Comprehensive Financial Planning and Insurance Advice
  • Assist Clients with Retirement Planning, Investment Management, and Insurance Needs
  • Stay Current with Market Trends and Product Offerings

Required Skills and Qualifications
  • 3+ Years of Experience in Insurance and Financial Services
  • Strong Communication and Interpersonal Skills
  • Security Licenses are a Plus

Benefits
  • 401(k) Matching
  • Bonus Based on Performance
  • Competitive Salary
  • Opportunity for Advancement


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