Financial Services And Insurance ProfessionalAre you an experienced financial services and insurance professional who thrives on building strong customer relationships and guiding clients toward a secure financial future? Our State Farm agency is seeking a customer-focused individual who can confidently consult on financial planning, life and health insurance, and long-term protection strategies. This role is ideal for someone who enjoys meaningful conversations with customers, has strong analytical skills, and can identify the right mix of products to meet their needs.Consult customers on financial planning, investment options, and life/health insurance coverageAssist customers with portfolio management, asset allocation, and risk management strategiesConduct financial reviews and recommend personalized product solutionsMaintain compliance with financial and insurance regulationsTrain and mentor team members on customer needs analysis and sales conversationsActive Life & Health license (required or ability to obtain quickly)Previous experience in financial services and/or insuranceStrong communication and analytical skillsProfessional, trustworthy, and customer-focused demeanorCompensation: $60,000.00 - $80,000.00 per yearMy team's mission is to help people manage the risks of everyday life, recover from the unexpected and realize their dreams.
We are located in New Braunfels, TX and help customers with their insurance and financial services needs, including:Auto insuranceHome insuranceLife insuranceRetirement planning
Financial Services Representative - State Farm Agent Team Member in new braunfels at Unknown Company
This position is listed as full time and onsite.