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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 address everyday risks. Your in-depth understanding of financial offerings will enhance your consultative approach, allowing you to educate clients on their financial choices. Your analytical skills will make you a key asset to clients and a valuable 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 related discipline.
- Ability to acquire necessary financial service licenses.
- Demonstrated experience as a financial services consultant.
- Thorough understanding of financial regulations.
- Proficiency in Microsoft Office Suite.
- Strong quantitative skills.
- Excellent analytical, organizational, and problem-solving abilities.
- Effective communication capabilities.
- Outstanding customer service orientation.
- Proven history of achieving sales targets preferred.
ADDITIONAL BENEFITS:
- Base salary plus commission/bonus structure
- Paid time off for vacations and personal/sick days
- Health coverage
- Profit-sharing opportunities
- Potential for career advancement within the office
