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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

Customer Service Representative - State Farm Agent Team Member

Jordan Goebel - State Farm Agent

Ann Arbor, MI

$40K - $45K/yr

Full-time

Medical, Retirement, PTO

Posted 6 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 a Customer Service Representative - State Farm Agent Team Member with Jordan Goebel - State Farm Agent, you will generate the kind of exceptional customer experiences that reinforce the growth of a successful insurance agency. Your attention to detail, customer service skills, and desire to help people make you a fit. You will enhance your career while resolving customer inquiries, coordinating with other agency team members, and anticipating the needs of the community members you support.
We look forward to connecting with you if you are the customer-focused and empathetic team member we are searching for. We anticipate internal growth opportunities for especially driven and sales-minded candidates.
RESPONSIBILITIES:
  • Answer customer inquiries and provide policy information.
  • Assist customers with policy changes and updates.
  • Process insurance claims and follow up with customers.
  • Maintain accurate records of customer interactions.
QUALIFICATIONS:
  • Communication and interpersonal skills.
  • Detail-oriented and able to multitask.
  • Previous customer service experience preferred.