Financial Services Advisor — Flexible Growth & Impact

Steven Barber; Saginaw (TX); On-site; USD 50,000 - 70,000; Full time

Benefits offered by this job

Bonus based on performance

Competitive salary

Flexible schedule

Health insurance

Opportunity for advancement

Paid time off

Training & development

Job summary

Steven Barber is looking for a customer-focused individual in Saginaw, Texas, to join their State Farm agency as a financial services professional. This role involves consulting on financial planning and insurance, helping clients manage their portfolios effectively.

The ideal candidate enjoys meaningful conversations, possesses strong analytical abilities, and can recommend personalized product solutions. If you are ready to make a significant impact on customers’ lives while leading and mentoring them towards a secure financial future, we encourage you to apply.

Qualifications

• Previous experience in financial services and/or insurance.
• Strong communication and analytical skills.
• Professional and customer-focused demeanor.

Responsibilities

• Consult customers on financial planning and insurance coverage.
• Assist customers with portfolio management and risk management strategies.
• Conduct financial reviews and recommend personalized solutions.
• Engage in sales conversations based on customer needs.

Skills

Customer relationship management

Analytical skills

Communication skills

Job description

Steven Barber is looking for a customer-focused individual in Saginaw, Texas, to join their State Farm agency as a financial services professional. This role involves consulting on financial planning and insurance, helping clients manage their portfolios effectively.

The ideal candidate enjoys meaningful conversations, possesses strong analytical abilities, and can recommend personalized product solutions. If you are ready to make a significant impact on customers’ lives while leading and mentoring them towards a secure financial future, we encourage you to apply.