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Financial Account Representative

4 months ago

Portland, United States Kristin Staropoli - State Farm Agent Full time

**ROLE DESCRIPTION**:
As a Financial Account Representative - State Farm Agent Team Member with Kristin Staropoli - 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 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 (preferred)
- Able to obtain relevant financial service licenses.
- Proven experience working as a financial services representative (preferred)
- Excellent analytical, organizational, and problem-solving skills.
- Effective communication skills.
- Successful track record of meeting sales goals/quotas preferred

**BENEFITS**:

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