Financial Services Representative

3 weeks ago


Houston, United States Natalie Barry - State Farm Agent Full time

**ROLE DESCRIPTION**:
The Barry Agency is searching for a competitive Producer who can recognize opportunities and strategically turn leads into long-lasting customer relationships. As our Financial Services representative, your knowledge of finance products and industry trends equips you to communicate directly with clients, identify their needs, and market products or services that maximize value. You may also assist in developing strategies and establishing quotas for our agency.

If you are energetic, goal-oriented, and sales-minded, we are excited to harness your talents in this rewarding opportunity to build your career.

**RESPONSIBILITIES**:

- Develop leads, schedule appointments, identify customer needs, and market appropriate products and services.
- Work with the agent to establish and meet marketing goals.
- Maintain a strong work ethic with a total commitment to success each and every day.
- Work alongside your agency’s team to ensure successful long-lasting customer relations.

**QUALIFICATIONS**:

- Sales experience (outside sales or inside sales representative, retail sales associate, or telemarketing) preferred
- Successful track record of meeting sales goals/quotas preferred
- Ability to effectively relate to a customer
- Property & Casualty license
- Life & Health license

**BENEFITS**:

- Salary plus commission/bonus
- Paid time off (vacation and personal/sick days)
- Health benefits
- Growth potential/Opportunity for advancement within my office
- Licensing reimbursement after 3 months
- Signing bonus for pre-licensed professionals



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