Insurance and Financial Services Professional

1 month ago


Houston, Texas, United States Brett Campo - State Farm Agent Full time
Job OverviewAs a key member of the Brett Campo - State Farm Agent team, you will play a vital role in driving our agency's success by fostering meaningful client relationships and serving as a liaison between customer needs and agency departments. Your primary objective will be to improve the lives of our customers by proactively marketing relevant products and services.

Key Responsibilities
  • Develop and maintain strong relationships with clients in insurance and financial services.
  • Provide clients with comprehensive financial planning and insurance advice.
  • Assist clients with retirement planning, investment management, and insurance needs.
  • Stay up-to-date with market trends and product offerings.
Requirements
  • At least 3 years of experience in insurance and financial services.
  • Excellent communication and interpersonal skills.
  • Licenses in insurance and FINRA Series 7 and 63 preferred.

Flexible work-from-home options are available, allowing you to maintain a healthy work-life balance.



  • Houston, Texas, United States Teacher's Pension and Insurance Services Full time

    Financial Services ProfessionalTeacher's Pension and Insurance Services is seeking a skilled Financial Services Professional to join our team. As a Financial Services Professional, you will be responsible for providing financial wellness education, resources, and retirement planning services to public school employees. This role involves 403(b) and 457(b)...


  • Houston, Texas, United States PNC Financial Services Group Full time

    Job DescriptionPosition OverviewPNC Financial Services Group is committed to delivering exceptional customer experiences and fostering a culture of inclusivity and accessibility. As a Financial Advisor within our organization, you will play a critical role in helping clients achieve their financial goals and objectives.Key ResponsibilitiesDevelop and...


  • Houston, Texas, United States PNC Financial Services Group Full time

    Job SummaryAs a Financial Advisor at PNC, you will be responsible for providing personalized financial planning and investment advice to clients. You will work closely with clients to understand their financial goals and develop tailored solutions to help them achieve those goals.Key ResponsibilitiesConsult with clients to understand their financial needs...


  • Houston, Texas, United States PNC Financial Services Group Full time

    Investment and Insurance Advisor RoleAs an Investment and Insurance Advisor within PNC Investments, you will be based in Houston, Texas. This role is part of a highly collaborative circuit of branches, where you will manage an assigned book of business.PNC Investments advisors execute an advice and planning strategy focused on helping clients meet their...


  • Houston, Texas, United States The PNC Financial Services Group, Inc Full time

    Job DescriptionAs a Financial Advisor within PNC Investments, you will be based in Houston, Texas. This role is responsible for consulting on investment and insurance strategies, as well as the development of financial plans for clients. You will grow and retain an investment and insurance book of business, owning the client experience and efficiently...


  • Houston, Texas, United States IMG Financial Group Full time

    At IMG Financial Group, we are dedicated to delivering tailored financial solutions that help our clients achieve their long-term goals and secure their financial stability.Our commitment to excellence, integrity, and innovation drives us to provide exceptional service and build lasting relationships with our clients.As a Financial Advisor at IMG Financial...


  • Houston, Texas, United States Rock Nelson - State Farm Agent Full time

    Job OverviewWe are seeking a highly motivated and customer-focused professional to join our team as an Insurance and Financial Services Position. As a key member of our State Farm Agent team, you will play a vital role in helping our business grow through value-based conversations and exceptional customer experiences.Key ResponsibilitiesUtilize a...


  • Houston, Texas, United States Chris Hamilton - State Farm Agent Full time

    State Farm Insurance Agent located in Houston, TX is seeking a career-oriented professional to join their team.Key ResponsibilitiesUse a customer-focused approach to educate customers about insurance options.Work with the agent to establish and meet marketing goals.Develop leads, schedule appointments, and market appropriate products and...


  • Houston, Texas, United States Mitch Landry - State Farm Agent Full time

    Job OverviewAs a key member of the Mitch Landry State Farm team, you will play a vital role in driving business growth and delivering exceptional customer experiences. Your primary responsibility will be to establish and maintain strong relationships with clients, providing personalized service and support to meet their unique needs. You will also be...


  • Houston, Texas, United States Boudreaux Insurance & Financial Services, Inc. Full time

    Job OverviewBoudreaux Insurance & Financial Services, Inc. is seeking a highly motivated and customer-focused individual to join our team as an Insurance Account Position. As a member of our agency team, you will have the opportunity to build and develop customer relationships within the community to promote State Farm products, including auto, home, and...


  • Houston, Texas, United States EA Financial Full time

    Job OpportunityWe are seeking a highly motivated and driven individual to join our team as a Financial Professional. As a key contact and liaison for clients, you will be responsible for ensuring their total satisfaction and providing support in a timely, professional, and courteous manner.As a Financial Professional, you will have the opportunity to work...


  • Houston, Texas, United States PNC Financial Services Group Full time

    Job DescriptionAs a Financial Advisor at PNC, you will be responsible for providing personalized financial planning and investment advice to clients. This includes consulting on investment and insurance strategies, developing financial plans, and growing and retaining a book of business.Key ResponsibilitiesConsult with clients to understand their financial...


  • Houston, Texas, United States Alicia Dubose - State Farm Agent Full time

    Position OverviewAlicia Dubose - State Farm Agent is seeking a motivated and career-oriented professional to join their team in Houston, TX. As a State Farm team member, you will build and develop customer relationships within the community to promote State Farm products, including auto, home, and life insurance.ResponsibilitiesUse a customer-focused,...

  • Insurance Team Member

    3 weeks ago


    Houston, Texas, United States JUSTIN SLAUGHTER INSURANCE AND FINANCIAL AGENCY INC Full time

    Insurance Team Member Job DescriptionWe are seeking a highly motivated and enthusiastic Insurance Team Member to join our team at JUSTIN SLAUGHTER INSURANCE AND FINANCIAL AGENCY INC. As an Insurance Team Member, you will be responsible for assisting customers with insurance and financial services to help them manage the risks of everyday life, recover from...


  • Houston, Texas, United States Strategic Financial Group Full time

    Job DescriptionKickstart your journey as a Financial Services Professional at Strategic Financial Group, a beacon of excellence in financial planning, proudly affiliated with MassMutual, a Fortune 100 luminary. Our foundation is deeply rooted in a mutual company's ethos, dedicated to fulfilling promises, safeguarding families, and uplifting communities since...


  • Houston, Texas, United States Voya Financial Advisors Inc Full time

    Financial Professional OpportunityVoya Financial Advisors, Inc. is seeking a skilled Financial Professional to join our team in the Houston area. As a leading independent broker-dealer in the defined contribution and defined benefit business, we offer a unique opportunity for a motivated individual to excel in the education market.This role will focus on...


  • Houston, Texas, United States New York Life Full time

    We are seeking a highly motivated and detail-oriented Financial Services Professional to join our team at New York Life. As a Financial Services Professional, you will be responsible for mastering our insurance products and effectively communicating their benefits to clients. Your key responsibilities will include presenting proposals, explaining policy...


  • Houston, Texas, United States JASON JIMENEZ INSURANCE AGENCY INC Full time

    Job OverviewWe are seeking a highly motivated and organized Insurance Sales and Service Professional to join our team at JASON JIMENEZ INSURANCE AGENCY INC.The ideal candidate will have 2-4 years of experience in Property and Casualty Sales and Service, with a strong background in quoting, issuing policies, and managing renewals.As a key member of our team,...


  • Houston, Texas, United States Guardian Austin Full time

    Job OverviewGuardian Austin is seeking a motivated and ambitious Financial Representative to collaborate with individuals and businesses in the community, offering access to financial services and products that safeguard assets, enhance financial awareness, and foster wealth creation.As a Financial Representative, you will have the opportunity to make a...


  • Houston, Texas, United States Corebridge Financial Full time

    About the RoleWe are seeking a highly skilled Financial Services Consultant to join our team at Corebridge Financial. As a key member of our team, you will provide objective guidance to plan sponsors and employees eligible for our retirement savings plans.Key Responsibilities:Conduct individual and group presentations to improve awareness of plan features...