Financial Services Representative State Farm Agent Team Member
4 days ago
As a Financial Services Representative with Toni Threadgill - State Farm Agent, you will play a crucial role in marketing and selling financial products that manage everyday risks. Your expertise in financial products will enable you to provide customers with tailored solutions to their financial needs.
Key Responsibilities- Use a customer-centric approach to educate customers about insurance options and develop leads.
- Collaborate with the agent to establish and meet marketing goals.
- Identify customer needs and market appropriate products and services.
- 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.
- Salary plus commission/bonus.
- Paid time off (vacation and personal/sick days).
- Health benefits.
- Profit sharing.
- Growth potential/Opportunity for advancement within the agency.
Flexible work from home options available.
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