Financial Services Representative

6 days ago


Issaquah, Washington, United States Marcel Dore - State Farm Agent Full time
Job OverviewAs a Financial Representative with Marcel Dore - State Farm Agent, you will play a key role in marketing and selling financial products that help customers manage everyday risks. Your expertise in financial products will enable you to provide customers with informed advice and guidance on their financial options. Your analytical skills will make you a valuable resource to customers and a competitive asset to the agency.

Key Responsibilities
  • Conduct customer-focused reviews to educate customers about insurance options and provide personalized recommendations.
  • Collaborate with the agent to establish and achieve marketing goals.
  • Identify customer needs, develop leads, schedule appointments, and market appropriate financial products and services.
Requirements
  • Bachelor's degree in finance, economics, accounting, or a related field.
  • Ability to obtain relevant financial service licenses.
  • Proven experience working as a financial services representative.
  • Strong knowledge of financial legislation.
  • Proficiency in Microsoft Office applications.
  • Excellent analytical, organizational, and problem-solving skills.
  • Effective communication and customer service skills.
  • Successful track record of meeting sales goals/quotas preferred.
Benefits
  • Competitive salary plus commission/bonus.
  • Paid time off (vacation and personal/sick days).
  • Health benefits.
  • Profit sharing.
  • Opportunities for growth and advancement within the agency.


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