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Financial Services Consultant at State Farm Agency
2 months ago
Benefits:
- 401(k) plan
- Performance-based bonuses
- Competitive salary structure
- Comprehensive health insurance
- Ongoing training and professional development
ROLE SUMMARY:
As a Financial Services Consultant at ADE OYEJOBI - State Farm Agent, you will effectively promote financial solutions that mitigate everyday risks. Your extensive understanding of financial products enhances your consultative approach, allowing you to educate clients on their financial choices. Your analytical skills position you as a vital resource for clients and a key contributor to a thriving agency.
KEY RESPONSIBILITIES:
- Implement a customer-centric, needs-based assessment to inform clients about insurance alternatives.
- Collaborate with the agent to set and achieve marketing objectives.
- Generate leads, arrange meetings, assess client needs, and promote suitable products and services.
REQUIREMENTS:
- Bachelor's degree in finance, economics, accounting, or a similar discipline.
- Ability to obtain necessary financial service licenses.
- Demonstrated experience as a financial services consultant.
- Thorough understanding of financial regulations.
- Proficiency in Microsoft Office Suite.
- Strong numerical aptitude.
- Excellent analytical, organizational, and problem-solving capabilities.
- Effective communication skills.
- Outstanding customer service abilities.
- Proven success in achieving sales targets preferred.
ADDITIONAL BENEFITS:
- Base salary plus commission/bonus structure
- Paid time off including vacation and personal/sick days
- Health benefits package
- Profit-sharing opportunities
- Potential for career advancement within the office
