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Financial Services Representative State Farm Agent Team Member

2 months ago

Oswego, Illinois, United States Rick Weissenhofer - State Farm Agent Full time
Job Overview

We are seeking a highly motivated and results-driven Financial Services Representative to join our team at Rick Weissenhofer - State Farm Agent. As a key member of our team, you will play a critical role in marketing and selling financial products that manage everyday risks to our customers.

Key Responsibilities
  • Customer Education: Use a customer-focused, needs-based review process to educate customers about insurance options and provide them with expert advice on their financial needs.
  • Marketing and Sales: Work with the agent to establish and meet marketing goals, develop leads, schedule appointments, identify customer needs, and market appropriate products and services.
Requirements
  • Licenses and Certifications: Must be able to obtain relevant financial service licenses.
  • Experience: Proven experience working as a financial services representative.
  • Knowledge: Sound knowledge of financial legislation and proficiency in Microsoft Office applications.
  • Skills: Strong mathematical skills, excellent analytical, organizational, and problem-solving skills, effective communication skills, and exceptional customer service skills.
Benefits
  • Compensation: Salary plus commission/bonus.
  • Time Off: Paid time off (vacation and personal/sick days).
  • Retirement Plan: 401k Matching Program.
  • Career Advancement: Growth potential/Opportunity for advancement within my office.