Senior Financial Consultant

5 days ago


Flower Mound, Texas, United States Ruth Shannon - State Farm Agency Full time
Company Overview
Ruth Shannon - State Farm Agency is a leading insurance agency located in Flower Mound, TX. We are seeking a highly motivated Financial Advisor to join our team.

Salary
The estimated salary for this position is $58,000+ per year, with no cap on commissions. This figure is based on industry standards and the candidate's level of experience.

Job Description
This role involves educating clients on various financial products and services, helping them achieve their monetary goals. Key responsibilities include:
  • Meting with clients to determine their financial objectives, risk tolerance, income, expenses, and assets.
  • Providing strategic advice on investments, insurance coverage, and debt management tools.
  • Moving funds from accounts according to industry and federal regulations.
  • Performing market research to stay current with financial trends.
  • Preparing financial documents, such as income projections and investment reports.
  • Maintaining compliance with all rules and regulations in the financial industry.
  • Identifying and pursuing potential clients to maintain a strong client base.

Required Skills and Qualifications
To be successful in this role, you should have a Life and Health insurance license (or be able to obtain one) and Series 6, 63, 65 or ChFC certification. Sales experience, enthusiasm for the role of insurance and financial products in managing everyday life risks, ability to make presentations, and knowledge of financial services products are also preferred.

Benefits
We offer a range of benefits, including a base salary plus commission/bonus, monthly production bonus, PTO, paid holidays, SIMPLE with company match, valuable experience, and growth potential/Opportunity for advancement within the agency.

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