Insurance Product Specialist

1 week ago


Thomaston, Georgia, United States Paul Sheets - State Farm Agent Full time
Job Description

This dynamic role involves developing and executing comprehensive financial plans for clients. You will work closely with customers to understand their needs and provide tailored solutions.

Main Responsibilities:

  • Develop and implement customized financial plans for clients.
  • Collaborate with clients to identify and prioritize their financial objectives.
  • Recommend and deliver financial products and services to meet client needs.
  • Maintain up-to-date knowledge of regulatory requirements.

Required Skills and Qualifications:

  • Minimum 3 years of experience in financial services.
  • Superb analytical and communication skills.
  • Hold FINRA Series 7 and 63 licenses (highly preferred).

Annual Salary Estimate: $65,000 - $85,000.



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