Insurance and Financial Services Position - State Farm Team …, Tulsa

Financial Services And Insurance Professional

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 include: Consult clients on financial products, investment options, and life and disability insurance coverageAssist 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 conversationsPreferred qualifications include: 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.