Financial Services Consultant

2 weeks ago


Ukiah, California, United States Jay Epstein - State Farm Agent Full time
Job Overview

Benefits:

  • 401(k) matching program
  • Performance-based bonuses
  • Flexible working hours
  • Paid time off for vacations and personal days

ROLE SUMMARY:
As a Financial Services Consultant at Jay Epstein - State Farm Agent, you will effectively promote financial solutions that address everyday risks. Your deep understanding of financial offerings will enhance your consultative approach, guiding clients through their financial choices. Your analytical skills will make you a vital asset to clients and a competitive member of a thriving agency.


KEY RESPONSIBILITIES:

  • Implement a customer-centric, needs-based evaluation process to inform clients about insurance and financial service alternatives.
  • Collaborate with the agent to set and achieve marketing objectives.
  • Generate leads, arrange meetings, assess client needs, and promote suitable products and services.

REQUIREMENTS:

  • A Bachelor's degree in finance, economics, accounting, or a related discipline is preferred.
  • Possession of relevant financial service licenses, including Series 6, 63, 65, Life, and Health.
  • Demonstrated experience as a financial services consultant.
  • Comprehensive knowledge of financial regulations.
  • Proficiency in Microsoft Office Suite.
  • Strong mathematical aptitude.
  • Excellent analytical, organizational, and problem-solving capabilities.
  • Effective communication skills.
  • Outstanding customer service abilities.
  • Proven success in achieving sales targets is preferred.

COMPENSATION:

  • Hourly wage plus commission and bonuses
  • Paid time off for vacations and personal/sick days
  • 401(k) retirement plan


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