Financial Services Advisor — Insurance & Planning

Steven Barber State Farm Insurance Agent; Saginaw (TX); Hybrid; USD 65.000 - 100.000; Vollzeit

Benefits dieser Stelle

Bonus based on performance

Health insurance

Opportunity for advancement

Paid time off

Flexible schedule

Training & development

Zusammenfassung

Steven Barber State Farm Insurance Agent in Saginaw, TX is seeking a customer-focused financial services professional to consult on planning, life and health insurance, and long-term protection strategies.

The role emphasizes meaningful conversations with customers, strong analytical skills, and identifying the right product mix to meet needs. A supportive, growth-oriented team offers opportunities for leadership and advancement.

Qualifikationen

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

Aufgaben

• Consult customers on financial planning, investment options, and life/health insurance coverage
• Assist customers with portfolio management, asset allocation, and risk management strategies
• Conduct financial reviews and recommend personalized product solutions
• Maintain compliance with financial and insurance regulations
• Perform customer needs analysis and engage in sales conversations

Kenntnisse

Financial services experience

Insurance knowledge

Communication skills

Analytical skills

Jobbeschreibung

Steven Barber State Farm Insurance Agent in Saginaw, TX is seeking a customer-focused financial services professional to consult on planning, life and health insurance, and long-term protection strategies.

The role emphasizes meaningful conversations with customers, strong analytical skills, and identifying the right product mix to meet needs. A supportive, growth-oriented team offers opportunities for leadership and advancement.