Financial Services Assistant — Growth, Benefits & Commission

Claudia Salas - State Farm Insurance Agent; Dallas, Northern (TX, KY); Hybrid; USD 40,000 - 85,000; Full time

Benefits offered by this job

Salary plus commission/bonus

Health benefits

Profit sharing

Paid time off

Job summary

Claudia Salas - State Farm Insurance Agent in Dallas, TX is seeking a Financial Services Assistant to join their team. This full-time role focuses on customer service, needs-based insurance education, and helping grow the business through effective sales and marketing practices.

You will work to develop leads, schedule meetings, and promote appropriate insurance and financial products while ensuring top-tier customer experience. Growth potential and competitive compensation are highlighted.

Qualifications

• Sales experience with a track record of meeting goals is preferred.
• Excellent written and verbal communication skills are required.
• Self-motivated with the ability to work independently.
• Ability to present to potential customers and explain insurance options.
• Experience in marketing and developing leads is a plus.

Responsibilities

• Provide prompt, accurate, and friendly customer service regarding insurance options and billing.
• Educate customers using a needs-based review process.
• Work with the agent to meet marketing and sales goals.
• Develop leads, schedule appointments, and market products and services.

Skills

Sales experience

Communication

Self-motivated

Presentations

Marketing

Job description

Claudia Salas - State Farm Insurance Agent in Dallas, TX is seeking a Financial Services Assistant to join their team. This full-time role focuses on customer service, needs-based insurance education, and helping grow the business through effective sales and marketing practices.

You will work to develop leads, schedule meetings, and promote appropriate insurance and financial products while ensuring top-tier customer experience. Growth potential and competitive compensation are highlighted.