Insurance Financial Consultant
2 weeks ago
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 services will empower you to guide clients through their choices, resulting in successful outcomes.
Position Overview:
- Perform client-centered assessments to provide insights on insurance alternatives.
- Work alongside the agent to fulfill marketing goals.
- Identify potential clients, arrange meetings, and present suitable products and services tailored to client requirements.
Requirements:
- Willingness to obtain the Texas General Lines Life and Health License (training will be provided).
- Previous experience in the financial services sector.
- Proficient in Microsoft Office applications.
- Strong 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 potential for career advancement.
This position offers flexible work-from-home options.
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