Financial Services RepresentativeAshlie Hultman Insurance Agency, Inc is a State Farm agency serving Washington & Idaho community. We are largely known for home & auto insurance with a large, established book of client households - we are expanding our financial service practice to help those clients with the next chapter of their financial lives.Benefits:401(k) matchingBonus based on performanceCompetitive salaryDental insuranceHealth insurancePaid time offTraining & developmentVision insuranceResponsibilities:Proactively reach out to existing State Farm clients to identify financial service needsPresent and recommend annuity, life insurance, advisory, and brokerage solutions aligned to client goalsConduct retirement planning conversations with clients approaching or in retirement.Open and manage advisory and brokerage accounts, building a growing passive income stream.Maintain all required FINRA and state licensing and comply with applicable regulations.Collaborate with agency team on cross-sell opportunities and client relationship management.Track activity, pipeline, and production in agency CRMQualifications:Series 6 or 7 license and other relevant certifications.Must obtain Life & Health Insurance LicensesMust obtain Property & Casualty Licenses1-3 years of experience in insurance sales, financial services, banking, or a client-facing sales role.Demonstrated ability to build client relationships and identify financial needs.Comfortable with financial planning conversations and retirement product knowledgeDetail-oriented with strong analytical skills.Proficiency with financial software and tools.High ethical standards and professionalism.Flexible work from home options available.Compensation: $42,000.00 - $76,000.00 per yearOur team's mission is to help people manage the risks of everyday life, recover from the unexpected and realize their dreams. We are located in Spokane, WA and help customers with their insurance and financial services needs, including:Auto insuranceHome insuranceLife insuranceRetirement planningState 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.