Financial Services Consultant

2 weeks ago


Novi, Michigan, United States Terri Anderson-Berger - State Farm Agent Full time
Job Overview

Position Summary:
A dedicated State Farm Agent is in search of a qualified professional for the role of Financial Services Consultant. We are looking for a dynamic individual who is eager to contribute to our growth through meaningful interactions and exceptional customer service. If you are a proactive self-starter who excels in a vibrant environment, this could be a fulfilling career opportunity with significant income and advancement potential.

Key Responsibilities:
  • Deliver timely, accurate, and courteous customer support. This includes addressing inquiries about insurance options, eligibility, coverage details, policy modifications, claims, and billing issues.
  • Generate leads, arrange meetings, assess customer requirements, and promote suitable products and services.
What We Offer:
  • Competitive salary with commission and bonuses
  • Paid time off including vacation and personal/sick days
Qualifications:
  • Genuine interest in marketing products and services tailored to customer needs
  • Passionate about the role of insurance and financial products in helping individuals manage everyday risks, recover from unforeseen events, and achieve their aspirations
  • Self-driven and motivated
  • Proficient in various computer applications, especially Windows
  • Commitment to accuracy and timely completion of tasks
  • Adept at evaluating customer needs and conducting effective interviews
  • Current Property and Casualty license required
  • Life and Health license must be obtained
  • Current Life and Health license required
  • Personal Lines Licenses must be obtained
  • Current Personal Lines Licenses required
  • Completion of courses on ethical and customer-focused sales practices is necessary
  • The selected candidate is expected to stay updated on product changes, licensing, technical advancements, and continuing education

If you envision yourself thriving in this role, we encourage you to proceed with the application process. We will keep you informed about the next steps in the interview journey.

This position is associated with a State Farm independent contractor agent, not directly with State Farm Insurance Companies. Employees of State Farm agents must successfully fulfill any necessary licensing requirements and training programs. State Farm agents operate as independent contractors who hire their own staff. Employees of State Farm agents are not considered employees of State Farm.



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