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Financial Services Consultant

2 months ago

Denton, Texas, United States Matthew Sand - State Farm Agent Full time
Job Overview

POSITION SUMMARY:
As a Financial Services Consultant at Matthew Sand - State Farm Agent, you will play a pivotal role in promoting financial solutions that address everyday uncertainties. Your expertise in financial offerings will enhance your consultative approach, enabling you to guide clients through their financial choices effectively. Your attention to detail will position you as a trusted advisor to clients and a valuable asset to a thriving agency.


KEY RESPONSIBILITIES:

  • Engage clients through a needs-based assessment to inform them about various insurance products.
  • Collaborate with the agent to set and achieve marketing objectives.
  • Generate leads, arrange meetings, assess client requirements, and promote suitable products and services.

REQUIRED QUALIFICATIONS:

  • Demonstrated experience in sales or insurance.
  • Proficient in Microsoft Office Suite.
  • Strong numerical aptitude.
  • Excellent analytical, organizational, and problem-solving abilities.
  • Effective verbal and written communication skills.
  • Outstanding customer service capabilities.
  • Preferred history of achieving sales targets.

OFFERED BENEFITS:

  • Base salary with commission/bonus structure.
  • Paid time off including vacation and personal/sick days.
  • Health insurance options.
  • Flexible working hours.
  • Signing bonus.
  • Opportunities for professional growth and advancement within the office.
  • Hybrid or remote work arrangements available.