Insurance and Financial Services Representative

1 week ago


Frisco, Texas, United States Gene Wolfgram - State Farm Agent Full time
Insurance and Financial Services Representative

We are seeking a highly motivated and customer-focused Insurance and Financial Services Representative to join our team at Gene Wolfgram - State Farm Agent. As a key member of our team, you will be responsible for establishing and maintaining strong relationships with our customers, identifying their insurance and financial needs, and providing personalized solutions to meet those needs.

Responsibilities:
  • Develop and maintain a deep understanding of our customers' insurance and financial needs
  • Provide personalized solutions to meet those needs, including insurance and financial products and services
  • Establish and maintain strong relationships with our customers through regular communication and follow-up
  • Work collaboratively with our team to identify and pursue new business opportunities
  • Stay up-to-date on industry trends and developments to ensure we are providing the best possible solutions to our customers
Requirements:
  • Excellent communication and interpersonal skills
  • Ability to build strong relationships with customers and colleagues
  • Strong analytical and problem-solving skills
  • Ability to work in a fast-paced environment and prioritize multiple tasks and responsibilities
  • High school diploma or equivalent required; bachelor's degree preferred
What We Offer:
  • Competitive hourly pay plus commission/bonus
  • Simple IRA
  • Health benefits
  • Paid time off (vacation and personal/sick days)
  • Flexible hours
  • Growth potential/Opportunity for advancement within our agency

We are an established, growth-oriented agency with a team of highly motivated individuals. We take pride in using our years of valuable experience to mentor individual team members and prepare them for successful careers. If you are motivated to succeed and can see yourself in this role, we encourage you to apply.



  • Frisco, Texas, United States Symmetry Financial Group -Simple Solutions Financial Services LL Full time

    About the RoleWe are seeking highly motivated and independent individuals to join our Mortgage Protection team at Simple Solutions Financial Services. As a key member of our team, you will play a crucial role in helping American families protect their largest asset: the ability to make an income.Our team members enjoy a competitive edge in the industry...


  • Frisco, Texas, United States Symmetry Financial Group -Simple Solutions Financial Services LLC Full time

    Job Opportunity**About Us**Symmetry Financial Group - Simple Solutions Financial Services LLC is a leading provider of mortgage protection solutions. We are seeking highly motivated and results-driven individuals to join our team as Mortgage Protection Specialists.Job SummaryWe are looking for individuals who are passionate about helping families protect...


  • Frisco, Texas, United States Bronson Kinkade Consulting Full time

    Unlock Your Earning PotentialAt Bronson Kinkade Consulting, we're expanding our team of experienced agents who can help individuals achieve their financial goals. As a Financial Services Representative, you'll have the opportunity to introduce a range of financial products, including Indexed Universal Life (IUL), annuities, life insurance, and more.Why...


  • Frisco, Texas, United States Scott Samuel - State Farm Agent Full time

    Job OverviewAs a Financial Representative with Scott Samuel - State Farm Agent, you will play a crucial role in marketing and selling financial products that manage everyday risks. Your expertise in financial products will enable you to provide consultative advice to customers, helping them make informed decisions about their financial options.Key...


  • Frisco, Texas, United States Scott Samuel - State Farm Agent Full time

    About the RoleWe are seeking a highly motivated and experienced Financial Services Representative to join our team at Scott Samuel - State Farm Agent. As a key member of our team, you will play a crucial role in marketing and selling financial products that manage everyday risks to our customers.Key ResponsibilitiesCustomer-Focused Approach: Use a...


  • Frisco, Texas, United States Jackson Insurance Solutions Full time

    Job Opportunity at Jackson Insurance SolutionsWe are seeking a highly motivated and results-driven Life Insurance Sales Representative to join our team at Jackson Insurance Solutions. As a key member of our sales team, you will be responsible for identifying and pursuing new business opportunities, building relationships with clients, and providing...


  • Frisco, Texas, United States Teachers Insurance and Annuity Association - TIAA Full time

    Job SummaryWe are seeking a skilled Financial Services Consultant to join our team at Teachers Insurance and Annuity Association - TIAA. As a key member of our organization, you will play a vital role in providing expert financial guidance to our clients.Key ResponsibilitiesEstablish Rapport and Provide Direction: Develop strong relationships with clients,...


  • Frisco, Texas, United States Scott Samuel - State Farm Agent Full time

    About the RoleWe are seeking a highly skilled and motivated Financial Representative to join our team at Scott Samuel - State Farm Agent. As a Financial Representative, you will play a critical role in marketing and selling financial products that manage everyday risks to our customers.Key ResponsibilitiesCustomer Education: Use a customer-focused,...


  • Frisco, Texas, United States Teachers Insurance and Annuity Association - TIAA Full time

    Key ResponsibilitiesEstablishes rapport with participants, setting them at ease and providing direction regarding financial transactions and long-term asset planning.Key SkillsUnderstands participant needs and outlines appropriate solutions leveraging TIAA products and services.Provides expert guidance on financial planning and wealth management.Collaborates...


  • Frisco, Texas, United States Scott Samuel - State Farm Agent Full time

    Job OverviewAs a vital member of the Scott Samuel - State Farm Agent team, you will play a key role in our daily business operations and customer success. Your primary responsibility will be to grow our agency through meaningful client relationships and acting as a liaison between customer needs and agency departments. You will improve the lives of our...


  • Frisco, Texas, United States Teachers Insurance and Annuity Association - TIAA Full time

    Key ResponsibilitiesEstablishes rapport with participants, setting them at ease and providing direction regarding financial transactions and long-term asset planning.Key SkillsUnderstands participant needs and outlines appropriate solutions leveraging TIAA products and services.Provides expert guidance on financial planning and wealth management.Collaborates...


  • Frisco, Texas, United States Amica Insurance Full time

    {"Job Title": "Customer Service Representative", "Job Summary": "We are seeking a highly skilled Customer Service Representative to join our Claims team. As a key member of our team, you will be responsible for providing exceptional customer service and resolving claims in a timely and professional manner.", "Responsibilities": "Provide exceptional customer...

  • Financial Consultant

    4 weeks ago


    Frisco, Texas, United States New York Life Insurance Company Full time

    Position Overview: Financial Services AssociateAre you skilled in listening and developing effective, data-driven financial strategies? We are seeking a knowledgeable individual ready to establish a career in the finance sector. Our comprehensive training program cultivates exceptional Registered Representatives who are dedicated to building enduring...


  • Frisco, Texas, United States Social Finance Ltd Full time

    About the Role:Mortgage Sales Professionals at Social Finance Ltd. are the driving force behind our Mortgage sales team. Their primary responsibility is to deliver exceptional customer experiences throughout the mortgage origination process, guiding members/customers through every step with expertise and care.Key Responsibilities:Develop and maintain strong...

  • Insurance Producer

    3 weeks ago


    Frisco, Texas, United States USG Insurance Services, Inc. Full time

    Job SummaryWe are seeking a highly motivated and experienced Insurance Producer to join our team at USG Insurance Services, Inc. As an Insurance Producer, you will be responsible for building and maintaining relationships with retail insurance agents, soliciting new business, and negotiating terms.Key ResponsibilitiesDevelop a network of relationships with...


  • Frisco, Texas, United States Mike Bergman - State Farm Agent Full time

    Job OverviewAs a Customer Service Representative - Insurance Sales with Mike Bergman - State Farm Agent, you will have the opportunity to work with a dynamic team and build relationships with customers to understand their insurance needs.Key ResponsibilitiesCustomer Relationship Building: Establish and maintain strong relationships with customers to...


  • Frisco, Texas, United States Tenet Florida Physician Services, L.L.C. Full time

    Job SummaryWe are seeking a skilled Customer Service Representative to join our team at Tenet Florida Physician Services, L.L.C. as a Patient Account Specialist. As a Healthcare Customer Care Professional, you will be responsible for providing exceptional customer service to patients and their families, ensuring that their needs are met and their concerns...


  • Frisco, Texas, United States Rafael Parker - State Farm Agent Full time

    Job OverviewWe are seeking a highly organized and efficient individual to join our team as an Office Representative. As a key member of our State Farm Agent team, you will be responsible for providing exceptional customer service, establishing strong relationships with clients, and supporting the growth of our business.Key ResponsibilitiesDevelop and...


  • Frisco, Texas, United States Amica Insurance Full time

    Job OverviewThe Associate APD Claims Representative role at Amica Insurance involves handling personal lines insurance claims, including auto, homeowners, marine, and liability claims. This position primarily focuses on auto physical damage claims, requiring substantial customer contact via telephone and correspondence.ResponsibilitiesManage a backlog of...


  • Frisco, Texas, United States AMICA MUTUAL INSURANCE COMPANY Full time

    Job Summary:At Amica Mutual Insurance Company, we are seeking a highly skilled and customer-focused individual to join our team as a Customer Service Representative. As a key member of our claims team, you will play a critical role in providing exceptional service to our policyholders and ensuring their claims are resolved efficiently and effectively.Key...