Insurance and Financial Services Professional

3 weeks ago


Bend, Oregon, United States Greg Elder - State Farm Agent Full time
Job OverviewAs a key member of the Greg Elder State Farm team, you will play a vital role in driving our agency's success through exceptional client relationships and liaison services. Your primary focus will be on proactively marketing relevant products and services to improve the lives of our customers.

Responsibilities
  • Develop and maintain strong client relationships in insurance and financial services.
  • Provide comprehensive financial planning and insurance advice to clients.
  • Assist clients with retirement planning, investment management, and insurance needs.
  • Stay up-to-date with market trends and product offerings.
Requirements
  • 3+ years of experience in insurance and financial services.
  • Strong communication and interpersonal skills.
  • Licenses in insurance.

Flexible work-from-home options are available.



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