Insurance and Financial Services Team Member

Job overview

The Insurance and Financial Services Team Member role is onsite in Beloit, WI, with compensation of $55,000–$90,000 per year. Nick Oldenburg's State Farm agency serves customers through insurance and financial services. The team member develops client relationships, provides insurance and financial planning advice, and assists with retirement planning and investment management. The role supports customer needs while helping grow the agency through relevant products and services.

What you'll do

• Develop and maintain client relationships in insurance and financial services
• provide financial planning and insurance advice
• 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 team member

beloit wi

nick oldenburg state farm agent

full-time

$55k–$90k/year

insurance

financial planning

retirement planning

investment management

client relationships

performance bonus

401(k) matching

advancement opportunities

Work arrangement

• Weekend coverage required

Benefits & perks

• 401(k) matching, performance-based bonus, and advancement opportunities.

Why this role

Performance-based bonus, 401(k) matching, and advancement opportunities.

About the employer

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