Financial Services Pro — Flexible, Bonus-Driven Growth

Theo Franklin - State Farm Agent; Houston (TX); On-site; USD 40,000 - 60,000; Part time

Benefits offered by this job

Bonus based on performance

Competitive salary

Flexible schedule

Paid time off

Health benefits

Job summary

Theo Franklin - State Farm Agent is looking for a Financial Services Representative in Houston, Texas. In this role, you will utilize your financial product knowledge to assist customers with their insurance needs, establish marketing goals, and ensure a customer-focused, consultative process.

The position requires a Bachelor’s degree in finance or a related field, proficiency with Microsoft Office, and the ability to work 20 to 30 hours weekly. Enjoy benefits such as a competitive salary, bonuses, and training opportunities.

Qualifications

• Ability to work 20 to 30 hours per week.
• Must be able to obtain relevant financial service licenses.
• Proven experience working as a financial services representative.

Responsibilities

• Use a customer-focused approach to educate customers about insurance options.
• Work with the agent to establish and meet marketing goals.
• Develop leads, schedule appointments, and identify customer needs.

Skills

Proficient knowledge of financial products

Excellent analytical skills

Effective communication skills

Strong mathematical skills

Exceptional customer service skills

Education

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

Tools

Microsoft Office

Job description

Theo Franklin - State Farm Agent is looking for a Financial Services Representative in Houston, Texas. In this role, you will utilize your financial product knowledge to assist customers with their insurance needs, establish marketing goals, and ensure a customer-focused, consultative process.

The position requires a Bachelor’s degree in finance or a related field, proficiency with Microsoft Office, and the ability to work 20 to 30 hours weekly. Enjoy benefits such as a competitive salary, bonuses, and training opportunities.