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Financial Services Consultant at State Farm Agency

2 months ago

Tomball, Texas, United States Michael Fletcher - State Farm Agent Full time
Job Overview

Benefits:

  • Performance-based bonuses
  • Career advancement opportunities
  • Paid time off for vacations and personal days

ROLE SUMMARY:

As a Financial Services Consultant with Michael Fletcher - State Farm, you will effectively promote financial solutions that address everyday risks. Your deep understanding of financial products will enhance your consultative approach in guiding clients through their financial choices. Your analytical skills will position you as a key asset to clients and a competitive member of 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.
REQUIREMENTS:
  • Ability to obtain necessary financial service licenses.
  • Solid understanding of financial regulations.
  • Proficiency 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 preferred.
COMPENSATION:
  • Base salary plus commission and bonuses
  • Paid time off (including vacation and personal/sick days)
  • Profit-sharing opportunities.
  • Potential for growth and advancement within the office.