Financial Services Consultant

6 days ago


Wake Forest, North Carolina, United States Christi Spencer - State Farm Agent Full time
About the Role

We are seeking a skilled Career Opportunities Representative to join our team at Christi Spencer - State Farm Agent. As a key member of our team, you will play a vital role in helping our customers achieve their career goals.

Your primary responsibilities will include developing leads, scheduling appointments, identifying customer needs, and marketing appropriate products and services. You will also use a customer-focused review process to educate customers about insurance options and establish strong relationships with them.

In return for your hard work and dedication, we offer a competitive salary of $70,000 - $90,000 per year, plus unlimited commissions, and opportunities for career advancement and professional development.

Duties and Responsibilities
  • Use a customer-focused review process to educate customers about insurance options
  • Establish customer relationships and follow up with customers as needed
  • Maintain a strong work ethic with a total commitment to success each day
Requirements
  • Interest in marketing products and services based on customer needs
  • Excellent communication skills written, verbal, and listening
  • Ability to explain complex financial issues in understandable terms


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