Bilingual Financial Services Assistant — Insurance & Growth

Alex Mora - State Farm Agent; Anaheim (CA); On-site; USD 50,000 - 65,000; Full time

Benefits offered by this job

Group health plan; $300 monthly allowance

Dental and vision coverage paid by owner

401k with 4% match

Paid time off (vacation, personal, and sick days)

Training and licensing provided

Job summary

Alex Mora - State Farm Agent is searching for a qualified Financial Services Assistant. This position focuses on establishing strong customer relationships, educating clients on insurance options, and driven sales in a fast-paced environment.

Ideal candidates will be bilingual in Spanish, possess sales experience, and have excellent interpersonal skills. The role offers a competitive salary ranging from $50,000 to $65,000 per year with various benefits including a group health plan and 401k with matching.

Qualifications

• Must be able to obtain Property and Casualty license.
• Must be able to obtain Life and Health license.
• Availability to work 8:30 a.m. to 5:30 p.m., Monday‑Friday.

Responsibilities

• Establish customer relationships and follow up with customers.
• Educate customers about insurance options using a needs-based review process.

Skills

Bilingual, Spanish

Sales experience

Excellent interpersonal skills

Education

Bachelor's degree

Job description

Alex Mora - State Farm Agent is searching for a qualified Financial Services Assistant. This position focuses on establishing strong customer relationships, educating clients on insurance options, and driven sales in a fast-paced environment.

Ideal candidates will be bilingual in Spanish, possess sales experience, and have excellent interpersonal skills. The role offers a competitive salary ranging from $50,000 to $65,000 per year with various benefits including a group health plan and 401k with matching.