Account Representative

5 days ago


Miami, Florida, United States Erick Bryant Jr - State Farm Agent Full time
Job Overview

We are seeking a highly skilled and motivated Financial Services Professional to join our team at Erick Bryant Jr - State Farm Agent. As a key member of our team, you will play a critical role in marketing and selling financial products to our customers.

Key Responsibilities
  • Customer Engagement: Use a customer-focused, needs-based review process to educate customers about insurance options and provide personalized solutions to meet their financial needs.
  • Marketing and Sales: Work with our agent to establish and meet marketing goals, develop leads, schedule appointments, and market appropriate products and services.
  • Product Knowledge: Stay up-to-date on our financial products and services, and use your knowledge to educate customers and identify opportunities to meet their financial needs.
Requirements
  • Education: Bachelor's degree in finance, economics, accounting, or a related field.
  • Licenses and Certifications: Must be able to obtain relevant financial service licenses.
  • Experience: Proven experience working as a financial services representative.
  • Skills: Sound knowledge of financial legislation, proficiency in Microsoft Office applications, strong mathematical skills, excellent analytical, organizational, and problem-solving skills, effective communication skills, and exceptional customer service skills.
Benefits
  • Compensation: Salary plus commission/bonus.
  • Benefits Package: Paid time off (vacation and personal/sick days), health benefits, and profit sharing.
  • Career Advancement: Opportunity for advancement within our office.


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