Financial Services Advisor – Insurance & Growth

Carol Harris

Keller (TX)

On-site

USD 45,000 - 75,000

Full time

5 days ago
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Benefits offered by this job

Salary plus commission/bonus

Job summary

A Keller, TX State Farm Agent is seeking a highly motivated individual to join as a Financial Services Position - State Farm Agent Team Member. The role emphasizes value-based conversations and delivering an excellent customer experience, with growth potential and income through salary plus commission/bonus.

You will educate customers on insurance options, develop leads, schedule appointments, identify needs, and market appropriate products and services.

Qualifications

  • Customer-focused, needs-based review process to educate customers about insurance options.
  • Excellent interpersonal and communication skills for handling diverse customers.
  • Ability to work in a team and multi-task in a fast-paced environment.
  • Experience in marketing financial products is preferred.

Responsibilities

  • Use a customer-focused needs-based review to educate customers about insurance options.
  • Develop leads, schedule appointments, identify customer needs, and market appropriate products and services.

Skills

Customer focus
Interpersonal skills
Communication skills
Team oriented
Multi-tasking
Presentations
Marketing financial products
Self-motivated

Job description

A Keller, TX State Farm Agent is seeking a highly motivated individual to join as a Financial Services Position - State Farm Agent Team Member. The role emphasizes value-based conversations and delivering an excellent customer experience, with growth potential and income through salary plus commission/bonus.

You will educate customers on insurance options, develop leads, schedule appointments, identify needs, and market appropriate products and services.

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