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Financial Representative State Farm Agent Team Member
3 months ago
- 401(k) matching
- Bonus based on performance
- Company parties
- Competitive salary
- Flexible schedule
- Free food & snacks
- Paid time off
- Training & development
ROLE DESCRIPTION:
As a Financial Representative with Phil Williams, 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 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, and market appropriate products and services.
- 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.
- Proficiency in Microsoft Office applications.
- Strong mathematical skills.
- Excellent analytical, organizational, and problem-solving skills.
- Effective communication skills.
- Exceptional customer service skills.
- Successful track record of meeting sales goals/quotas preferred
- Hourly wage plus commission/bonus
- Paid time off (vacation and personal/sick days)
- Retirement plan
- Growth potential/Opportunity for advancement within my office
This is a remote position.
