Financial Services Representative

Job overview

The Financial Services Representative role is an onsite, full-time position in Tomball, TX. Compensation is described as salary plus commission or bonus, with no numeric amount specified. The role supports Michael Fletcher’s State Farm agency in marketing financial products that address customers’ everyday risks. The representative uses a needs-based review process to educate customers about insurance options, develop leads, schedule appointments, and recommend appropriate products and services. The work supports agency marketing goals through consultative customer service and sales.

What you'll do

• Use a customer-focused, needs-based review process to educate customers about insurance options
• work with the agent to establish and meet marketing goals
• develop leads
• schedule appointments
• identify customer needs
• market appropriate products and services.

What we're looking for

Skills & competencies

full-time

financial services representative

insurance options

financial products

customer education

needs-based reviews

lead development

appointment scheduling

tomball tx

state farm agent

salary plus commission

performance bonus

paid time off

401(k) match

Work arrangement

• Weekend coverage required

Benefits & perks

• Performance bonus
• paid time off
• 401(k) matching
• profit sharing
• advancement opportunities.

Why this role

The posting requires the ability to obtain relevant financial services licenses and describes salary plus commission or bonus.

About the employer

Michael Fletcher - State Farm Agent is hiring for this role. Industry: Insurance Agencies and Brokerages. Sector: 52.