Responsive recruiter
Replies within 24 hours
Benefits:
- 401(k)
- Bonus based on performance
- Competitive salary
- Health insurance
- Opportunity for advancement
- Paid time off
- Training & development
Position Overview:
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.
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.
Key Responsibilities:
- 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
Preferred Qualifications:
- 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
If you’re ready to combine your expertise in financial services with the opportunity to lead, mentor, and make a lasting impact on customers’ lives, we’d love to hear from you.
Compensation: $65,000.00 - $100,000.00 per year
State Farm agents are independent contractors who hire their own employees. State Farm agents’ employees are not employees of State Farm. Agents are responsible for and make all employment decisions regarding their employees.
Daniel Parker - State Farm Agent
Do you strive to set yourself apart from all the others?
This busy insurance and financial services office has a passion to make a difference in the lives of others and better the community. We want to work alongside those who are equally committed to excellence and personal achievement. If you're willing to work hard and you expect to get results from yourself and those around you, we want to meet you and talk about the opportunity we have for you.
About Our Agency
- Our mission is to help people manage the risks of everyday life, recover from the unexpected and realize their dreams.
- We help customers with their insurance and financial services needs, including Auto Insurance, Home Insurance, Life Insurance, Retirement Planning, Business Insurance, College Planning, Health Insurance, and Renters Insurance.
- Our office is located in Tulsa, Oklahoma.
- Our office is open Monday - Friday 8:00 - 5:00.
- I have been a State Farm agent since 2012.
- Our agency has received awards including: President's Club, Chairman's Circle, Ambassador Travel, Legion of Honor, Million Dollar Round Table, Senior Vice President's Club, and Bronze Tablet
- Additional languages spoken: Spanish
Seeking Currently Licensed Applicants Only
(if you already have a resume on Indeed)