Financial Services Advisor - Growth & Flexible Schedule

Ade Oyejobi - State Farm Agent; Katy (TX); On-site; USD 45,000 - 70,000; Full time

Benefits offered by this job

Salary plus commission/bonus

Paid time off

Health benefits

Profit sharing

Advancement opportunities

Job summary

Ade Oyejobi - State Farm Agent is seeking a Financial Services Representative to market financial products and educate customers on their options. You will apply a consultative, needs-based approach to risk management and financial planning while supporting agency growth.

You will develop leads, schedule meetings, meet sales quotas, and work closely with the agent to reach marketing goals. A strong background in finance and licensing is preferred, with excellent communication and customer

Qualifications

• Bachelor's degree in finance, economics, accounting, or a related field.
• Must be able to obtain relevant financial service licenses.
• Proven experience working as a financial services representative.
• Sound knowledge of financial legislation.
• Excellent analytical, organizational, and problem-solving skills.
• Effective communication skills.
• Exceptional customer service skills.

Responsibilities

• Use a customer-focused, needs-based review process to educate customers about insurance options.
• Work with the agent to establish and meet marketing goals.
• Develop leads, schedule appointments, identify customer needs, and market appropriate products and services.

Skills

Communication skills

Analytical skills

Problem-solving

Organizational skills

Customer service

Mathematical skills

Sales oriented

Attention to detail

Education

Bachelor's degree in finance, economics, accounting, or a related field

Tools

Microsoft Office

Job description

Ade Oyejobi - State Farm Agent is seeking a Financial Services Representative to market financial products and educate customers on their options. You will apply a consultative, needs-based approach to risk management and financial planning while supporting agency growth.

You will develop leads, schedule meetings, meet sales quotas, and work closely with the agent to reach marketing goals. A strong background in finance and licensing is preferred, with excellent communication and customer