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Paul Petersen-Farmers Insurance Agency

Insurance Advisor / Consultant

Career Insights for Personal Financial Advisor (General)

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What they do

A Personal Financial Advisor advises clients on financial plans and investment strategies. Discusses the client's financial objectives, researches and recommends investment options, advises on tax strategies, monitors client accounts. May be licensed to buy and sell financial products such as stocks and bonds.

$103,954 / year median in Arizona

+6% projected growth

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Job Description

Insurance Advisor / Consultant Paul Petersen-Farmers Insurance Agency Surprise, AZ Job Details Full-time $35,000 - $75,000 a year 4 hours ago Benefits Paid time off Flexible schedule Qualifications Customer follow-ups Sales follow-up Full Job Description Job Overview We are seeking a motivated and licensed Insurance Producer to join our team. In this role, you will help individuals and businesses protect what matters most by offering tailored insurance solutions. You'll build relationships, educate clients, and grow your book of business with the full support of our agency. This position is ideal for someone who is driven, coachable, and excited about helping clients while building a long‑term career in insurance.
Salary Range:
$35,000.00 - $75,000.00 per year Benefits Annual Base Salary + Commission + Bonus Opportunities Paid Time Off (PTO) Flexible Schedule Mon-Fri Schedule Requirements Be a great self-starter with a sense of urgency. Proficiency to multi-task, follow-thru and follow-up. Career minded vision. Follow through and exceed current and prospective client expectations. Strong communication skills, both oral and written. Commitment to excellence, willingness to work hard, and willingness to go the extra mile. Responsibilities Identify and develop new business opportunities through networking, referrals, and outbound outreach. Conduct needs‑based assessments to understand client goals and recommend appropriate coverage. Present and explain insurance products clearly, including policy terms, benefits, and pricing. Prepare accurate quotes and proposals across multiple carriers. Maintain strong client relationships through regular communication and policy reviews. Assist clients with claims processes and provide ongoing support. Stay current on industry trends, carrier updates, and regulatory requirements. Meet or exceed sales goals and performance metrics. About Us Paul Petersen-Farmers Insurance Agency is a dynamic and professional team dedicated to protecting what matters most to our clients. We offer comprehensive insurance solutions with an energetic approach, fostering a supportive environment where growth and client satisfaction thrive. Join us to make a real impact!