Financial Services Consultant

2 weeks ago


Sacramento, California, United States Peter Schiro - State Farm Agent Full time
Position Overview

We are seeking a dynamic and career-focused professional to become a part of our agency. As a member of the team, you will foster and enhance customer relationships within the community to promote a range of insurance products, including auto, home, and life coverage.

Key Responsibilities
  • Implement a customer-centric, needs-based review process to inform clients about various insurance options.
  • Collaborate with the agent to set and achieve marketing objectives.
  • Generate leads, arrange meetings, assess client needs, and promote suitable products and services.
Benefits of Joining
  • Competitive salary with commission and bonus opportunities
  • Paid time off, including vacation and personal/sick days
  • Opportunities for professional growth and advancement within the agency
Qualifications
  • Preferred experience in sales (whether outside sales, inside sales representative, retail sales associate, or telemarketing)
  • Demonstrated success in achieving sales targets and quotas
  • A genuine enthusiasm for the role that insurance and financial products play in assisting individuals to manage everyday risks, recover from unforeseen events, and achieve their aspirations
  • Self-driven and motivated
  • Detail-oriented with strong organizational skills
  • Ability to deliver presentations to prospective clients
  • Must be able to obtain a Property and Casualty license
  • Must be able to obtain a Life and Health license


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