Financial Services Associate — Growth & Customer Impact

Carol Harris - State Farm Agent; Keller (TX); On-site; USD 40,000 - 75,000; Full time

Benefits offered by this job

Salary plus commission/bonus

Job summary

Carol Harris - State Farm Agent in Keller, TX seeks a motivated professional to join as Financial Services Position - State Farm Agent Team Member. You will educate customers on insurance options through a needs-based review process and develop leads, schedule appointments, and market products aligned with customer needs.

The role offers salary plus commission/bonus and growth potential in a fast-paced environment.

Qualifications

• Interest in marketing products and services based on customer needs.
• Excellent interpersonal skills.
• Excellent communication skills - written, verbal and listening.
• People-oriented.
• Organizational skills.
• Self-motivated.
• Ability to work in a team environment.
• Ability to multi-task.
• Ability to make presentations to potential customers.
• Achieve mutually agreed upon marketing goals.
• Ability to assess customer needs and conduct effective interviews.
• Ability to effectively relate to a customer.
• Experience in marketing financial products.

Responsibilities

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

Skills

Interpersonal skills

Communication skills

People-oriented

Organizational skills

Self-motivated

Teamwork

Multitasking

Presentation skills

Marketing experience

Needs assessment

Customer relations

Financial products

Job description

Carol Harris - State Farm Agent in Keller, TX seeks a motivated professional to join as Financial Services Position - State Farm Agent Team Member. You will educate customers on insurance options through a needs-based review process and develop leads, schedule appointments, and market products aligned with customer needs.

The role offers salary plus commission/bonus and growth potential in a fast-paced environment.