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Financial Account Representative State Farm Agent Team Member
3 months ago
- Simple IRA Company Match
- Bonus based on performance
- Training & development
ROLE DESCRIPTION:
As a Financial Account Representative State Farm Agent Team Member with Evelyn Jamison - 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.
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.
- Must be able to obtain relevant financial service licenses.
- Proven experience working as a financial services representative.
- Excellent analytical, organizational, and problem-solving skills.
- Effective communication skills.
- Exceptional customer service skills.
