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Financial Account Representative State Farm Agent Team Member

4 months ago

Pittsburg, United States Jeff Chaput - State Farm Agent Full time
Job DescriptionJob DescriptionROLE DESCRIPTION:
As a Financial Account Representative State Farm Agent Team Member with Jeff Chaput - State Farm Agent, 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 Investment and retirement 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:
  • Must be able to obtain relevant financial service licenses, SIE, Series 6, 63 and 65, life and health.
  • 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
BENEFITS:
  • Hourly plus commission/bonus
  • 4 day work week.
  • Paid time off (vacation and personal/sick days)
  • Profit sharing
  • Growth potential/Opportunity for advancement within my office