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Financial Solutions Representative

2 months ago

Irving, Texas, United States Ron Mathai - State Farm Agent Full time
Career Opportunity:

We are seeking a dedicated Insurance Financial Consultant to become a vital part of our team at Ron Mathai - State Farm Agent. In this role, you will have the chance to promote financial solutions that assist clients in navigating everyday uncertainties. Your knowledge of financial offerings will empower you to guide clients through their choices, resulting in successful sales outcomes.

Role Overview:

  • Conduct client-centered assessments to provide insights on insurance alternatives.
  • Work alongside the agent to fulfill marketing goals.
  • Identify potential clients, arrange meetings, and present relevant products and services tailored to client needs.

Qualifications:

  • Willingness to obtain the Texas General Lines Life and Health License (training will be provided).
  • Previous experience in the financial services sector.
  • Skilled in Microsoft Office applications.
  • Outstanding communication and customer service abilities.
  • Comfortable conducting virtual meetings with clients.
  • Proven history of achieving sales targets.

Compensation and Benefits:

  • Attractive salary with commission and bonus opportunities.
  • Paid time off along with health benefits.
  • Profit-sharing and pathways for career advancement.

Flexible remote work options are available for this position.