
11 - 50 employees
Founded 1993
πΈ Finance
π₯ B2C
Finance β’ B2C
Dave Christy - State Farm Agent is a multi-location independent insurance agency based in Spokane Valley, WA, operating under the State Farm brand. The agency provides a range of consumer-focused insurance and financial products β including auto, homeowners, renters, life, health, small business insurance, pet insurance, annuities and investment services β and serves Washington, Idaho, Oregon and California. The office emphasizes local, personalized service with a large experienced team, claims support, and community involvement.
π₯ 6 minutes ago
π Alabama, Alaska, +43 more states β Remote
π΅ $50k - $75k / year
β° Full Time
π‘ Mid-level
π Senior
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11 - 50 employees
Founded 1993
πΈ Finance
π₯ B2C
Finance β’ B2C
Dave Christy - State Farm Agent is a multi-location independent insurance agency based in Spokane Valley, WA, operating under the State Farm brand. The agency provides a range of consumer-focused insurance and financial products β including auto, homeowners, renters, life, health, small business insurance, pet insurance, annuities and investment services β and serves Washington, Idaho, Oregon and California. The office emphasizes local, personalized service with a large experienced team, claims support, and community involvement.
β’ Provide investment options and consult securities to customers. β’ Conduct financial needs analysis and recommend investment products. β’ Manage customers portfolios and provide ongoing support. β’ Stay updated on market trends and regulatory changes. β’ Conduct presentations and seminars on investment topics. β’ Maintain accurate records of transactions and customers interactions. β’ Ensure compliance with industry regulations and standards.
β’ Series 6, 63 and 65 license and other relevant certifications. β’ Strong knowledge of investment products and financial markets. β’ Communication and customer service skills. β’ Ability to build and maintain customers relationships. β’ Detail-oriented with strong analytical skills. β’ Proficiency with financial software and tools. β’ High ethical standards and professionalism.
β’ 401(k) β’ 401(k) matching β’ Bonus based on performance β’ Company parties β’ Dental insurance β’ Flexible schedule β’ Health insurance β’ Opportunity for advancement β’ Paid time off β’ Training & development β’ Vision insurance
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