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Insurance and Financial Solutions Consultant

2 months ago

Dundalk, Maryland, United States Tamara Thomson - State Farm Agent Full time
Job Overview

As an Insurance and Financial Solutions Consultant with Tamara Thomson - State Farm Agent, you will play a crucial role in promoting financial products that help manage everyday uncertainties. Your expertise in financial offerings will enhance your consultative approach, allowing you to effectively educate clients on their financial choices.


Key Responsibilities:
  • Implement a client-centered, 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 requirements, and promote suitable products and services.

Qualifications:

This position necessitates the following:

  • Possession of Series 6, 63, and 65 financial licenses, along with a Life & Health License.
  • Demonstrated experience in a financial services role.
  • Proficiency in Microsoft Office Suite.
  • Strong numerical aptitude.
  • Excellent analytical, organizational, and problem-solving capabilities.
  • Effective communication skills.
  • Outstanding customer service abilities.
  • Preferred history of achieving sales targets.

Benefits:
  • Competitive salary with commission and bonus opportunities.
  • Paid time off, including vacation and personal/sick days.
  • Retirement plan options.
  • Potential for growth and advancement within the organization.