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Insurance and Financial Advisor – State Farm Agent Team Member

2 months ago

Arlington, Virginia, United States Tj Villarreal - State Farm Agent Full time
Financial Services Consultant - State Farm Agent Team Member

We are seeking a Financial Services Consultant to become a vital part of our team at Tj Villarreal - State Farm Agent. In this position, you will play a key role in guiding clients through various financial products and assisting them in making well-informed choices to effectively manage their financial risks.

Key Responsibilities:
  • Perform personalized assessments to educate clients about available insurance solutions
  • Work closely with the agent to fulfill marketing goals
  • Identify potential clients, evaluate their needs, and recommend appropriate financial products
Requirements:
  • Possess a Bachelor's degree in finance, economics, accounting, or a similar discipline
  • Hold necessary financial service licenses
  • Proven experience in a financial services role
  • Familiarity with financial regulations and proficiency in Microsoft Office
  • Strong analytical and mathematical skills
  • Excellent communication and customer service skills
  • History of achieving sales targets is advantageous
Benefits:
  • Attractive salary with a bonus and commission structure
  • Comprehensive paid time off and health benefits
  • Opportunities for career advancement and professional development within the agency