Financial Services Consultant

2 weeks ago


Katy, Texas, United States ADE OYEJOBI - State Farm Agent Full time
Job Overview

Benefits:

  • 401(k) plan
  • Performance-based bonuses
  • Competitive salary structure
  • Health insurance coverage
  • Comprehensive training and development programs

ROLE SUMMARY:
As a Financial Services Consultant at ADE OYEJOBI - State Farm Agent, you will effectively promote financial products designed to mitigate everyday risks. Your in-depth understanding of financial offerings will enhance your consultative approach, enabling you to guide clients through their financial choices. Your analytical skills will position you as a vital asset to clients and a strong contributor to a thriving agency.


KEY RESPONSIBILITIES:

  • Implement a customer-centric, needs-based evaluation process 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 obtain necessary financial service licenses.
  • Demonstrated experience as a financial services consultant.
  • Strong understanding of financial regulations.
  • Proficiency in Microsoft Office Suite.
  • Excellent mathematical abilities.
  • Outstanding analytical, organizational, and problem-solving capabilities.
  • Effective communication skills.
  • Exceptional customer service aptitude.
  • 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


  • Katy, Texas, United States ADE OYEJOBI - State Farm Agent Full time

    Job OverviewBenefits:401(k) planPerformance-based bonusesCompetitive salary structureComprehensive health insuranceOngoing training and professional developmentROLE 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...


  • Katy, Texas, United States ADE OYEJOBI - State Farm Agent Full time

    Job OverviewBenefits:401(k) planPerformance-based bonusesCompetitive salary structureComprehensive health insuranceOngoing training and professional developmentROLE 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...


  • Katy, Texas, United States Independent Financial Services Full time

    About the Role:We are seeking a talented and detail-oriented Financial Center Service Associate to join our team at Independent Financial Services. As a key member of our financial center team, you will have the opportunity to make a positive impact on our customers' lives by providing exceptional service and support.Key Responsibilities:Open new accounts,...


  • Katy, Texas, United States PROSPERITY BANK Full time

    Job OverviewPOSITION OBJECTIVEThe role entails delivering a comprehensive range of financial services, including account management, time deposit renewals, and addressing client inquiries, maintenance, and issue resolution. Additionally, in collaboration with the Teller Supervisor, this position involves mentoring and motivating lobby staff to enhance...


  • Katy, Texas, United States Fidelity Investments Full time

    About the RoleFidelity Investments is seeking a highly skilled Financial Representative to join our team. As a key member of our branch, you will play a vital role in delivering exceptional client experiences and driving business growth.Key ResponsibilitiesClient Engagement: Build and maintain strong relationships with clients, providing personalized...


  • Katy, Texas, United States PROSPERITY BANK Full time

    Job OverviewPOSITION OBJECTIVEThe role entails delivering a wide range of financial services, including account management, time deposit renewals, and addressing client inquiries and issues. Collaborating with the Teller Supervisor, this position also involves training and motivating lobby staff to enhance customer service and effectively promote bank...


  • Katy, Texas, United States PROSPERITY BANK Full time

    Job OverviewPOSITION OBJECTIVEThe role entails providing a wide range of financial services, including the initiation and closure of accounts, renewing time deposits, and assisting clients with inquiries, account management, and issue resolution. Additionally, in partnership with the Teller Supervisor, the position involves training and motivating lobby...


  • Katy, Texas, United States Manny Molinar - State Farm Agent Full time

    Job Description**Position Overview:**Are you a people person with excellent communication skills? Do you enjoy working with customers and helping them find solutions to their insurance and financial needs? If so, this role may be the perfect fit for you.**Responsibilities:**Establish and maintain strong relationships with customers, providing them with...


  • Katy, Texas, United States Goodyear Tire & Rubber Company Full time

    Position Overview:As an Automotive Service and Tire Consultant, you will immerse yourself in the dynamic environment of Goodyear's Auto Service centers. Your role will focus on establishing meaningful relationships with customers while providing exceptional service.Key Responsibilities:- Engage with guests to understand their automotive needs.- Deliver...


  • Katy, Texas, United States 1st Franklin Financial Full time

    Customer Service Representative OpportunityWe are seeking a skilled Customer Service Representative to join our team at 1st Franklin Financial. As a key member of our customer-facing team, you will leverage your exceptional interpersonal skills and business acumen to deliver exceptional customer experiences.Key Responsibilities:Build and maintain strong...


  • Katy, Texas, United States Goodyear Full time

    Goodyear. More Driven. Competitive Compensation, Comprehensive Benefits & A Supportive Team Join us and Fast Track Your Career with an In-Person Interview Goodyear operates over 580 tire and auto service centers across the nation, providing a dynamic and engaging work atmosphere with attractive base pay. Our extensive benefits package includes health...


  • Katy, Texas, United States Bao Tran - State Farm Agent Full time

    Position OverviewAre you looking to launch a successful career in the insurance industry? Consider joining the team at Bao Tran - State Farm Agent, where you'll have the opportunity to develop your skills and gain valuable experience in a dynamic and supportive environment.Key ResponsibilitiesEstablish and maintain strong relationships with customers,...


  • Katy, Texas, United States Merit Advisors, LLC Full time

    Position Title: Consultant / Senior Consultant, Transaction Tax Office Locations: Various locations Overview: Are you seeking a refreshing change from the conventional public accounting landscape? At Merit Advisors, LLC, our approach focuses on cultivating a robust team and fostering enduring relationships with our clients. We consistently compete with...


  • Katy, Texas, United States Fidelity TalentSource LLC Full time

    About the RoleFidelity TalentSource LLC is seeking a skilled Financial Representative to join our team. As a key member of our branch, you will play a vital role in building strong relationships with our clients and driving business growth.Key ResponsibilitiesDevelop and maintain a deep understanding of our clients' financial needs and goalsProvide...


  • Katy, Texas, United States Merit Advisors, LLC Full time

    Position Title: Consultant / Senior Consultant, Transaction Tax Office Locations: Various locations Overview: Are you seeking a refreshing change from the conventional public accounting environment? At Merit Advisors, LLC, we focus on cultivating a robust team and fostering enduring relationships with our clients. We engage in direct competition with larger...


  • Katy, Texas, United States Navigate Power & Verde Solutions Full time

    Job Description**Energy Consultant Role at Navigate Power & Verde Solutions**Navigate Power & Verde Solutions is a leading provider of full-service energy consulting solutions for commercial and industrial businesses. As an Energy Consultant, you will play a crucial role in helping our clients navigate the complex energy landscape and achieve their energy...


  • Katy, Texas, United States Christian Brothers Automotive Full time

    Job SummaryWe are seeking a highly skilled and customer-focused Automotive Service Advisor to join our team at Christian Brothers Automotive. As an Automotive Service Advisor, you will play a critical role in building relationships with our guests and ensuring their satisfaction with our services.Key ResponsibilitiesGuest Service: Greet every guest with...


  • Katy, Texas, United States Price Gregory Full time

    Job OverviewWe are seeking a Senior Financial Accountant to become an integral part of our finance team. This role is essential within the accounting department, providing support across various financial operations. Responsibilities will include collaboration with operational teams, aiding in audit processes, and analyzing business metrics to inform daily...


  • Katy, Texas, United States UTHealth Houston Full time

    Position Overview:UTHealth Houston is seeking a skilled Nurse Practitioner to enhance our Neurosciences Team. This role involves working collaboratively with a diverse healthcare team, with a primary focus on neurology and stroke consultation services.Work Schedule:The position requires commitment to inpatient services, working day shifts for 7 consecutive...


  • Katy, Texas, United States AMS Retail Solutions Full time

    Opportunity Overview:AMS Retail Solutions is on the lookout for a dynamic Territory Sales Consultant. The ideal candidate will possess a background in large-scale home improvement retail and have a solid understanding of power tools. As a Territory Sales Consultant, you will serve as the primary liaison with retail associates, management, and customers,...