Insurance & Financial Advisor – Client Growth & Planning

Freddie L Noble Agency; Houston (TX); Presencial; USD 45 000 - 65 000; Tempo integral

Vantagens oferecidas por esta oferta de emprego

401(k) matching

Performance bonus

Competitive salary

Free food & snacks

Paid time off

Training & development

Resumo da oferta

Freddie L Noble State Farm in Houston, TX is seeking a high performing Insurance and Financial Representative to grow the agency through meaningful client relationships and proactive product recommendations. You will engage clients to understand their needs and provide tailored insurance and financial solutions.

As part of an award-winning team, you will assist with retirement planning, investment options, and ongoing service, collaborating across agency departments to protect customers' dreams

Qualificações

• Customer service experience required.
• Strong communication and interpersonal skills essential.
• Ability to multitask and manage multiple client needs simultaneously.

Responsabilidades

• Develop and maintain client relationships in insurance and financial services.
• Provide clients with comprehensive financial planning and insurance advice.
• Assist clients with retirement planning, investment management, and insurance needs.
• Stay current with market trends and product offerings.

Conhecimentos

Customer service

Communication skills

Multitasking

Descrição da oferta de emprego

Freddie L Noble State Farm in Houston, TX is seeking a high performing Insurance and Financial Representative to grow the agency through meaningful client relationships and proactive product recommendations. You will engage clients to understand their needs and provide tailored insurance and financial solutions.

As part of an award-winning team, you will assist with retirement planning, investment options, and ongoing service, collaborating across agency departments to protect customers' dreams