Insurance and Financial Services Position - State Farm Team Member

Insurance and Financial Services Position - State Farm Team Member

Full Time in Tulsa

Responsive recruiter Replies within 24 hours

• 401(k)
• Bonus based on performance
• Health insurance
• Dental insurance
• Opportunity for advancement
• Paid time off
• Training & development
• 401(k) matching
• Vision insurance

Are you an experienced financial services and insurance professional who thrives on building strong client relationships and guiding clients toward a secure financial future? Our State Farm agency is seeking a client-focused individual who can confidently consult our existing clients on financial products, retirement planning, college planning, life and disability insurance, and other long-term protection strategies. This role is ideal for someone who enjoys meaningful, needs-based conversations with clients, has strong analytical skills, and can identify the right mix of products to meet our client’s needs.

• Consult clients on financial products, investment options, and life and disability insurance coverage
• Assist clients with portfolio management, asset allocation, and risk management strategies
• Conduct insurance and financial reviews and recommend personalized product solutions based on client’s needs
• Maintain compliance with financial and insurance regulations
• Perform client needs analysis and have in-depth sales conversations

• Active Life & Health license (required)
• SAE, Series 6, 63 and/or 65 licenses preferred
• Previous experience in financial services and/or insurance
• Strong communication and analytical skills
• Professional, trustworthy, and customer-focused demeanor

Compensation: $65,000.00 - $ per year

Make a difference in your community every day.

Gain confidence and grow your dream career.

Earn benefits and rewards that are second to none