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Financial Services Representative

3 months ago

Houston, Texas, United States Tamara Thompson - State Farm Agent Full time

ROLE DESCRIPTION:


As a Financial Service Specialist with the Tamara Thompson State Farm Agency Partnered with Rocket Mortgage, you will successfully market the financial products that manage everyday risks.

Your proficient knowledge of financial products reinforces your sales-minded and consultative approach to educating customers on their financial options. Your analytical precision makes you an invaluable resource to customers and a competitive addition to a successful agency.

RESPONSIBILITIES:

  • Use a customerfocused, needsbased 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, and market appropriate products and services.

QUALIFICATIONS:

  • Bachelor's degree in finance, economics, accounting, or a related field.
  • Must be able to obtain relevant financial service licenses.
  • Proven experience working as a financial services representative.
  • Sound knowledge of financial legislation.
  • Strong mathematical skills.
  • Excellent analytical, organizational, and problemsolving skills.
  • Effective communication skills.
  • Exceptional customer service skills.
  • Successful track record of meeting sales goals/quotas preferred

BENEFITS:

  • Hourly plus commission/bonus
  • Paid time off (vacation and personal/sick days)
  • Health benefits
  • Profit sharing
  • Growth potential/Opportunity for advancement within my office