Financial Services Specialist
6 days ago
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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