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Insurance and Financial Services Professional

2 months ago

Montclair, New Jersey, United States Thomas Woods - State Farm Agent Full time
Job Overview

As a key member of the Thomas Woods - State Farm Agent team, you will play a vital role in driving business growth and customer success. Your primary responsibility will be to develop and maintain strong relationships with clients, providing them with expert advice on insurance and financial services.

Key Responsibilities
  • Client Relationship Development: Foster and maintain long-term relationships with clients, understanding their unique needs and preferences.
  • Financial Planning and Advice: Provide clients with comprehensive financial planning and insurance advice, helping them make informed decisions about their financial futures.
  • Product and Service Promotion: Proactively market relevant insurance and financial services to clients, staying up-to-date with market trends and product offerings.
  • Team Collaboration: Work closely with the agency team to ensure seamless delivery of services and exceptional customer experiences.
Requirements
  • Experience: 3+ years of experience in insurance and financial services.
  • Skills: Strong communication and interpersonal skills, with the ability to build trust and rapport with clients.
  • Certifications: Licenses in insurance and FINRA Series 7 and 63 preferred.

What We Offer: Flexible work arrangements, including the option to work from home, and opportunities for career growth and professional development.