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Financial Services Consultant

2 months ago

Denton, Texas, United States Matthew Sand - State Farm Agent Full time
Job Overview

POSITION SUMMARY:
As a Financial Services Consultant with Matthew Sand - State Farm Agent, you will effectively promote financial solutions that address everyday uncertainties. Your expertise in financial offerings enhances your consultative approach, allowing you to guide clients through their financial choices. Your analytical skills will position you as a key asset to clients and a valuable 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.

REQUIRED QUALIFICATIONS:

  • Demonstrated experience in sales or insurance.
  • Competence in Microsoft Office software.
  • Strong numerical aptitude.
  • Outstanding analytical, organizational, and problem-solving abilities.
  • Effective communication skills.
  • Exceptional customer service proficiency.
  • Proven history of achieving sales targets preferred.

EMPLOYEE BENEFITS:

  • Base salary plus commission/bonus structure.
  • Paid time off including vacation and personal/sick days.
  • Health insurance coverage.
  • Flexible working hours.
  • Signing bonus.
  • Opportunities for professional growth and advancement within the office.
  • Hybrid/remote work options available.