Financial Services Representative
3 weeks ago
ROLE SUMMARY:
As a Financial Account Representative on our State Farm Agent team, you will play a crucial role in marketing and selling financial products that manage everyday risks.
With your proficient knowledge of financial products and analytical precision, you will be an invaluable resource to our customers, providing them with informed guidance on their financial options.
KEY 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
REQUIREMENTS:
- Bachelor's degree in finance, economics, accounting, or a related field
- Must be able to obtain relevant financial service licenses
- 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:
- Salary plus commission/bonus
- Paid time off (vacation and personal/sick days)
- Growth potential/Opportunity for advancement within our office
CAREER PATH:
We take pride in mentoring our team members and preparing them for successful careers. If you are self-motivated, possess an entrepreneurial spirit, and have a desire to win and achieve results, we want to meet you and discuss the opportunity we have for you.
OUR AGENCY:
Our mission is to help people manage the risks of everyday life, recover from the unexpected, and realize their dreams. We help customers with their insurance and financial services needs, including Auto Insurance, Home Insurance, Life Insurance, Retirement Planning, Business Insurance, College Planning, Health Insurance, and Renters Insurance.
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