Insurance and Financial Services Team Member

Job overview

The Insurance and Financial Services Team Member role is based in Liberty Hill, TX, with an onsite arrangement. The stated salary is $40,000–$70,000 per year. The role supports Brad Morgan’s State Farm agency through customer relationships and marketing relevant products and services. The team member consults customers on insurance and financial planning options, including retirement planning and investment management, while keeping current with market trends and product offerings. The role contributes to agency growth by connecting customer needs with appropriate services.

What you'll do

• Develop and maintain customer relationships in insurance and financial services
• consult customers on financial planning and insurance options
• assist with retirement planning, investment management, and insurance needs
• stay current with market trends and product offerings.

What we're looking for

Skills & competencies

insurance and financial services

customer relationships

financial planning

retirement planning

investment management

insurance products

liberty hill tx

state farm

full-time

$40k–$70k per year

paid time off

training and development

Work arrangement

• Weekend coverage required

Benefits & perks

• Performance-based bonus
• advancement opportunities
• paid time off
• training and development.

About the employer

Brad Morgan - State Farm Agent is hiring for this role. Industry: Direct Property and Casualty Insurance Carriers. Sector: 52.