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Financial Services Consultant

2 months ago

Byron, Georgia, United States Alex Thigpin - State Farm Agent Full time
Job Overview

POSITION SUMMARY:
As a Financial Services Consultant with Alex Thigpin - State Farm Agent, you will play a crucial role in promoting financial solutions that address everyday challenges. Your deep understanding of financial services will enhance your consultative approach, enabling you to guide clients through their financial choices effectively. Your attention to detail will make you a key asset to our clients and a valuable contributor to a thriving agency.


KEY RESPONSIBILITIES:

  • Implement a client-centered, needs-based assessment process 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.

REQUIRED QUALIFICATIONS:

  • Bachelor's degree in finance, economics, accounting, or a similar discipline.
  • Ability to acquire necessary financial service licenses (pre-licensed candidates preferred).
  • Demonstrated experience in financial services or investment advisory is advantageous.
  • Competence in Microsoft Office Suite.
  • Strong numerical aptitude.
  • Excellent analytical, organizational, and problem-solving abilities.
  • Effective communication skills.
  • Outstanding customer service capabilities.
  • Proven history of achieving sales targets is preferred.

EMPLOYEE BENEFITS:

  • 401K plan
  • Base salary plus commission/bonus structure
  • Health insurance coverage
  • Paid time off including vacation and personal/sick days
  • Flexible working hours
  • Opportunities for professional growth and advancement within the agency
  • Signing bonus