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3 client services consultant jobs at 3 companies in Mexia, TX

3mo
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Financial Planning Consultant - Westlake, TX
Westlake, Texas, United States
OnsiteFull Time
Fidelity Investments
Fidelity Investments: Provides investment management, retirement planning, and brokerage services.
5+ YOEFINRA Series 7; FINRA Series 63/65 or 66; Insurance license within 90 days; CFP preferred; 5+ years financial services; strong planning and client advisory skills.
FinTools, PlanningTools, Zoom
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3mo
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Team Leader - State Farm Agent Team Member
Ennis, Texas, United States
$40k-$50k/yr OnsiteFull Time
Cara Castellow State Farm
Cara Castellow State Farm: Independent contractor insurance agency.
Sales; lead generation; client consultation; licensing training; customer service in insurance.
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B2B Sales Representative Entry Level
Waco, Texas, United States
$65k-$85k/yr FieldFull Time, Contract
Cleft of the Rock
Cleft of the Rock: Provides supplemental and life insurance to businesses and individuals.
Entry-level role seeking empathetic, driven candidates with strong communication, relationship-building, consulting, and client service skills; training and mentorship provided.
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