Financial Services Consultant

1 week ago


Morton Grove, Illinois, United States Mae Trongkamsataya - State Farm Agent Full time
Job OverviewPOSITION SUMMARY:
As a Financial Services Consultant with Mae Trongkamsataya - State Farm Agent, you will play a pivotal role in promoting financial solutions that address everyday uncertainties. Your expertise in financial offerings will enhance your consultative approach, allowing you to effectively guide clients through their financial choices. Your attention to detail will position you as a trusted advisor to clients and a valuable asset to a thriving agency.

KEY RESPONSIBILITIES:
  • Implement a client-centered, needs-based evaluation process to inform clients about insurance alternatives.
  • Collaborate with the agent to set and achieve marketing objectives.
  • Generate leads, arrange meetings, assess client requirements, and promote suitable products and services.
REQUIRED QUALIFICATIONS:
  • Prior experience in sales is advantageous.
  • Driven by financial incentives.
  • Competitive spirit.
  • Open to coaching and feedback.
  • A commitment to continuous improvement.
EMPLOYEE BENEFITS:
  • Base salary plus commission and bonuses.
  • Paid time off including vacation and personal/sick days.
  • Opportunities for professional growth and advancement within the office.


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