Financial Services Representative
6 days ago
**ROLE DESCRIPTION**:
As a Financial Services Representative - State Farm Agent Team Member with Andy McMahon - 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**:
- Must possess relevant financial service licenses (Series 6/63/65)
- Sound knowledge of financial legislation.
- 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
- Excellent communication skills - written, verbal and listening
- Strong interpersonal skills
- Highly motivated and goal driven
- Able to deliver client-focused solutions and create long-lasting relationships
**BENEFITS**:
- 401K
- Salary plus commission/bonus
- Paid time off (vacation and personal/sick days)
- Flexible hours
- Growth potential/Opportunity for advancement within my agency
- Hiring Bonus
- Excellent compensation package: We believe that hard work should pay off
- Paid lunches / team year end retreat
- Monthly and quarterly bonuses
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Mason, United States Andy McMahon - State Farm Agent Full timeJob DescriptionJob DescriptionROLE DESCRIPTION:As a Financial Services Representative State Farm Agent Team Member with Andy McMahon - 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...
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Mason, United States Andy McMahon - State Farm Agent Full timeJob DescriptionJob DescriptionROLE DESCRIPTION:As a Financial Services Representative State Farm Agent Team Member with Andy McMahon - 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...
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