Financial Services Representative State Farm Agent Team Member

4 weeks ago


Decatur, Alabama, United States Patrick Johnson - State Farm Agent Full time
Job Description
As a Financial Services Representative with Patrick Johnson - State Farm Agent, you will be responsible for marketing financial products that manage everyday risks. Your knowledge of financial products will enable you to provide customers with expert advice on their financial options. Your analytical skills will make you a valuable resource to customers and a competitive addition to the agency.

Key Responsibilities
  • Use a customer-focused 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).
  • Health benefits.
  • Profit sharing.
  • Growth potential/Opportunity for advancement within the agency.


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