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Ira Agent information

What is the difference between Ira Agent vs Financial Advisor?

AspectIra AgentFinancial Advisor
CredentialsTypically requires licensing such as Series 6 or 7Often holds certifications like CFP or CFA
Work EnvironmentPrimarily works with clients to manage IRA accountsProvides broader financial planning services including investments, estate, and retirement
Employer & IndustryFinancial institutions, brokerage firmsFinancial planning firms, banks, independent practices
Search & Comparison IntentPeople comparing IRA-specific rolesPeople seeking comprehensive financial planning services

While both Ira Agents and Financial Advisors work within the financial industry, Ira Agents focus specifically on managing IRA accounts and often hold specific licenses. Financial Advisors provide broader financial planning services, including investment advice, estate planning, and retirement strategies. The choice depends on whether you need specialized IRA management or comprehensive financial guidance.

What cities are hiring for Ira Agent jobs? Cities with the most Ira Agent job openings:
What states have the most Ira Agent jobs? States with the most job openings for Ira Agent jobs include:
Ira Agent jobs near you

Account Associate - State Farm Agent Team Member

Jordan Goebel - State Farm Agent

Ann Arbor, MI

$55K - $75K/yr

Full-time

Medical, Retirement, PTO

Posted 15 days ago

Job description

Benefits:
  • Simple IRA
  • License reimbursement
  • Bonus based on performance
  • Competitive salary
  • Flexible schedule
  • Health insurance
  • Opportunity for advancement
  • Paid time off
  • Training & development

ABOUT OUR AGENCY:
Our agency opened in April 2026 and is a growing team of three with strong momentum and opportunity ahead. Before becoming a State Farm agent, I worked as a team member and participated in the Agent Aspirant program, building a solid foundation for success. Im also a third-generation State Farm agent, so this business is something I truly value.
I played college football at Valparaiso University and enjoy staying active. Im engaged, have a dog, and value both family and personal growth.
For our team, we offer two weeks of PTO, health benefits, a Simple IRA, reimbursement for licensing costs, performance incentives, training and professional development, along with occasional team lunches and coffee in the office.
Our office culture is driven, professional, and growth-focused. Were looking for someone who is motivated, ambitious, and not satisfied with the basics - someone who brings strong customer service skills, takes pride in their work, and wants to grow into a successful long-term career.
ROLE DESCRIPTION:
As Account Associate - State Farm Agent Team Member for Jordan Goebel - State Farm Agent, you are vital to our daily business operations and customers success. You grow our agency through meaningful customer relations and acting as a liaison between customer needs and agency departments. You improve the lives of our customers by proactively marketing relevant products and services.
Grow your career as you better your community. As an attentive, sociable, and sales-minded professional, we are eager to have you on our team.

RESPONSIBILITIES:
  • Manage customer accounts and update information in the database.
  • Assist customers with policy changes and inquiries.
  • Process insurance claims and follow up with customers on claim status.
  • Coordinate with underwriters to ensure timely policy issuance.
QUALIFICATIONS:
  • Strong organizational skills and attention to detail.
  • Excellent customer service and communication skills.
  • Previous experience in insurance or a related field preferred.