Financial Services Agent
5 days ago
New York Life - Houston seeks a skilled Financial Services Agent to join our team. As a Financial Services Agent, you will be responsible for providing personalized financial solutions to clients, including insurance products and services.
Key Responsibilities:
- Meet with clients to understand their financial goals and recommend suitable insurance products.
- Develop and implement sales strategies to acquire new clients.
- Guide clients through the application process and ensure smooth policy issuance.
- Build and maintain strong client relationships by conducting regular policy reviews and providing ongoing support.
Qualifications:
- Prior experience in sales, customer service, or a related field is preferred.
- Excellent verbal and written communication skills are essential for building relationships with clients.
- Ability to listen to clients' needs and recommend suitable insurance products.
The ideal candidate is customer-focused, proactive, and passionate about delivering exceptional client experiences. Estimated salary: $70,000 - $90,000 per year.
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Financial Services Agent Role
1 week ago
Houston, Texas, United States Smart Financial Full timeAbout the RoleWe are seeking a skilled Financial Services Agent to join our team at Smart Financial Credit Union. This role requires a strong understanding of financial services and exceptional customer service skills.The ideal candidate will have a minimum of one year up to three years of similar or related experience, including preparatory experience, and...
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Financial Services Career Opportunity
5 days ago
Houston, Texas, United States Clark Financial Services Full timeUnlock Your Earning Potential as a Financial Services Career OpportunityAre you looking for a career that offers flexibility, autonomy, and unlimited earning potential? Look no further! As a Financial Services Career Opportunity, you will have the chance to work from home and provide mortgage protection coverage to homeowners, offering various financial...
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Financial Services Representative
5 days ago
Houston, Texas, United States Clark Financial Services Full timeAbout the RoleAs a representative of Clarks Financial Services, you will be responsible for helping American families secure their financial futures through our range of products, including mortgage protection, term life insurance, and debt elimination programs. This 100% remote position offers flexibility and autonomy, with opportunities for advancement and...
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Financial Services Agent
4 days ago
Houston, Texas, United States Smart Financial Full timeAs an Insurance Sales and Service Agent, you will be responsible for selling customized insurance products to existing and potential customers while meeting/exceeding production standards. You will also generate opportunities through existing members, new business, company leads, referrals, and incoming/outgoing calls.Key Responsibilities:Meet/exceed...
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Financial Services Team Member
4 days ago
Houston, Texas, United States Jerrad Ragsdell - State Farm Agent Full timeIf you're looking for a rewarding career in the insurance industry, consider joining our team as a Financial Services Team Member. This exciting opportunity offers a chance to work with a successful and growing agency, where you'll be empowered to help people achieve their financial goals. With a strong focus on customer service, you'll use your exceptional...
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Houston, Texas, United States Steve Yang - State Farm Agent Full timeJob OverviewWe are seeking a qualified professional to join our State Farm team as an Insurance and Financial Services Position. As an Agent Team Member, you will play a crucial role in helping our business grow through value-based conversations and remarkable customer experience.Salary and BenefitsHourly pay plus commission/bonus, paid time off (vacation...
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Financial Services Professional
4 days ago
Houston, Texas, United States Brett Campo - State Farm Agent Full timeJob OverviewBrett Campo - State Farm Agent is seeking a motivated and skilled professional to join our team as an Insurance and Financial Services Position. This role is ideal for individuals who are passionate about providing excellent customer service and have a strong background in insurance and financial services.In this position, you will be responsible...
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Financial Services Representative
4 days ago
Houston, Texas, United States Tamara Thompson - State Farm Agent Full timeJob OverviewWe are seeking a highly skilled Financial Services Representative to join our team at Tamara Thompson State Farm Agency. This role involves marketing financial products that manage everyday risks, utilizing proficient knowledge of financial products to educate customers on their options.Key ResponsibilitiesUse a customer-focused review process to...
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Financial Services Specialist
2 weeks ago
Houston, Texas, United States Steven Smith - State Farm Agent Full timeJob OverviewWe are seeking a highly motivated Financial Services Specialist to join our team at Steven Smith - State Farm Agent. As an integral part of our daily business operations, you will play a vital role in our customers' success by developing meaningful client relationships and acting as a liaison between customer needs and agency departments.
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Producer in Financial Services
4 days ago
Houston, Texas, United States Natalie Barry - State Farm Agent Full timeRole SummaryWe are searching for a competitive Producer who can recognize opportunities and strategically turn leads into long-lasting customer relationships. As a Financial Sales Professional, your knowledge of finance products and industry trends equips you to communicate directly with clients, identify their needs, and market appropriate products or...
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Financial Services Career Position
5 days ago
Houston, Texas, United States Chris Hamilton - State Farm Agent Full timeJob DescriptionAs a State Farm team member for Chris Hamilton - State Farm Agent, you will have the opportunity to work with a dynamic and growing organization in the insurance and financial services industry. This role involves building and developing customer relationships within the community to promote State Farm products including auto, home and life...
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Houston, Texas, United States Brett Campo - State Farm Agent Full timeCompany OverviewBrett Campo - State Farm Agent is a leading provider of insurance and financial services in the industry. Our team of experts is dedicated to delivering exceptional customer experiences and helping individuals achieve their financial goals.
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Financial Services Representative
4 days ago
Houston, Texas, United States Grant Looman - State Farm Agent Full timeWe are seeking a highly skilled Financial Services Representative to join our team at Grant Looman - State Farm Agent. As a Financial Services Representative, you will be responsible for selling and servicing State Farm insurance products to customers who are looking for professional guidance on insurance and financial products. Our ideal candidate is...
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Customer Service Agent Financial Institution
5 days ago
Houston, Texas, United States STEVEN LITTLE AGENCY LLC Full timeFinancial Services RoleThe STEVEN LITTLE AGENCY LLC seeks a Customer Service Agent Financial Institution to join our team. This critical role involves investigating, analyzing, and determining the extent of our liability in various claims.Key Responsibilities:Gather information by corresponding and interviewing with medical specialists, agents, witnesses, or...
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Financial Services Specialist Position
5 days ago
Houston, Texas, United States Steve Yang - State Farm Agent Full timeAbout UsWe are Steve Yang - State Farm Agent, serving our community with expertise and care. Our mission is to provide exceptional service and help individuals achieve their goals.Job DescriptionWe are seeking an Insurance and Financial Services Position to join our team. As an Agent Team Member, you will be responsible for helping our business grow through...
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Houston, Texas, United States Benjamin Watson - State Farm Agent Full timeAbout the RoleThe successful State Farm Agent is looking for a qualified individual to fill the role of Financial Services and Insurance Career Opportunity. As an Agent Team Member, you will have the opportunity to develop leads, schedule appointments, and market insurance products to customers.
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Houston, Texas, United States Felicia Olowu - State Farm Agent Full time**About the Opportunity**Felicia Olowu - State Farm Agent is seeking a qualified Insurance and Financial Services Position candidate to join their winning team. As an Insurance and Financial Services Representative, you will play a crucial role in helping our business grow through value-based conversations and remarkable customer...
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Houston, Texas, United States Steve Yang - State Farm Agent Full timeJob DescriptionAt Steve Yang - State Farm Agent, we are seeking a motivated professional to join our team as an Insurance and Financial Services Position. As a successful State Farm Agent Team Member, you will have the opportunity to help our business grow through value-based conversations and remarkable customer experience.Responsibilities:Establish and...
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Houston, Texas, United States Zara Pham - State Farm Agent Full timeWe are seeking a highly motivated individual to join our team as an Insurance and Financial Services Position at Zara Pham - State Farm Agent. In this role, you will have the opportunity to work with customers to understand their insurance needs and provide them with personalized solutions.Estimated SalaryThe estimated salary for this position is around...
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Houston, Texas, United States Felicia Olowu - State Farm Agent Full timeJob Description:We are seeking an Insurance and Financial Services Position - State Farm Agent Team Member to work with our agent to establish and meet marketing goals. The ideal candidate will have a successful track record of meeting sales goals/quotas, be people-oriented, and have organizational skills.