Insurance and Financial Services Account Representative

Job overview

The Insurance and Financial Services Account Representative role is hybrid in Grain Valley, MO, with compensation of $50,000–$75,000 per year. The State Farm agency describes its work as helping customers protect themselves from life’s uncertainties and pursue their financial goals. The representative builds customer relationships, consults on insurance and financial options, and assists with retirement planning, investment management, and insurance needs. Staying current on products and market trends supports relevant customer guidance and the agency’s daily operations.

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

grain valley mo

state farm agent

full-time

hybrid

$50k-$75k

customer relationships

financial planning

retirement planning

investment management

insurance options

series 7 and 63 preferred

Work arrangement

• Weekend coverage required

Benefits & perks

• 401(k) and matching
• performance bonus
• company parties
• health insurance
• paid time off
• profit sharing
• training and development.

Why this role

Flexible work-from-home options are available; insurance licenses and FINRA Series 7 and 63 are preferred.

About the employer

Nicholas Mortallaro - State Farm Agent is hiring for this role. Industry: Insurance Agencies and Brokerages. Sector: 52.