Insurance and Financial Services Consultant

2 weeks ago


Glendora, California, United States Allan Cheng - State Farm Agent Full time
Position Overview

Are you a personable and service-oriented individual? If you thrive in engaging with clients and providing tailored solutions, a role with Allan Cheng - State Farm Agent may be an excellent fit for you. Our agency specializes in offering a range of insurance and financial service products exclusively from State Farm.

Key Responsibilities
  • Implement a customer-centric approach to educate clients on various insurance options.
  • Collaborate with the agent to set and achieve marketing objectives.
  • Generate leads, schedule consultations, assess client needs, and promote suitable products and services.
What We Offer
  • Competitive hourly wage complemented by commission and bonuses.
  • Paid time off, including vacation and personal/sick days.
  • Flexible working hours to accommodate your lifestyle.
  • Opportunities for professional growth and advancement within the agency.
Qualifications
  • Proven success in achieving sales targets is preferred.
  • Strong communication skills, including written, verbal, and listening abilities.
  • A genuine enthusiasm for the role that insurance and financial products play in helping individuals manage risks, recover from unforeseen events, and achieve their aspirations.
  • Self-driven and motivated.
  • Capable of delivering presentations to prospective clients.
  • Adept at evaluating client needs and conducting effective interviews.
  • Familiarity with financial services products.
  • Ability to simplify complex financial concepts for clients.
  • Bilingual candidates, particularly in Mandarin, are preferred.
  • Possession of a Property and Casualty license (must be obtained).
  • Possession of a Life and Health license (must be obtained).
  • Commitment to staying updated on product changes, licensing requirements, technical advancements, and ongoing education.
  • A Bachelor’s degree is required.

If you are driven to excel and envision yourself thriving in this position, we encourage you to complete our application process. We will provide you with further details regarding the next steps in the selection process.

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



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