Financial Services Professional Insurance Sales Expert

7 days ago


Richmond, Texas, United States Kevin Patton - State Farm Agent Full time
Job Summary

We are seeking a highly motivated and customer-focused Financial Services Representative to join our team at Kevin Patton - State Farm Agent. As a key member of our agency, you will play a vital role in marketing and selling Life/Health insurance services and products to benefit clients and their families.

Key Responsibilities:
  • Develop leads, schedule appointments, identify customer needs, and market appropriate products and services.
  • Work with the agent to establish and meet marketing goals.
  • Maintain a strong work ethic with a total commitment to success every day.
  • Collaborate with your agency's team to ensure successful, exceptionally satisfying, and long-lasting customer relations.
Qualifications:
  • Possess excellent communication skills.
  • Display good analytical skills.
  • Provide exceptional customer service.
  • Hold an accredited certification from the Financial Industry Regulatory Authority (FINRA).
  • Be licensed for Life/Health Insurance.
  • Prior experience meeting sales goals/quota is preferred.
Benefits:
  • A competitive salary plus commission/bonus structure.
  • Paid time off (vacation and personal/sick days).
  • Comprehensive health benefits.
  • Profit-sharing opportunities.
  • Growth potential for career advancement within the agency.
  • Licensing reimbursement after 3 months.
  • A signing bonus for pre-licensed professionals.
Estimated Salary Range:

$45,000 - $65,000 per year, depending on experience and performance.



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