Financial Services Representative

6 days ago


Port Jervis, New York, United States JAMES DEMMER INSURANCE AGENCY INC Full time

Job Title: Financial Services Representative - Insurance Agent Team Member

Are you looking for a rewarding career in finance that offers excellent income and growth potential? Do you have a passion for helping people manage risk and achieve their financial goals? If so, we encourage you to apply for the Financial Services Representative - Insurance Agent Team Member position at our James Demmer Insurance Agency Inc.

Estimated Salary Range: $55,000 - $75,000 per year (plus commission/bonus)

As a Financial Services Representative, you will play a critical role in developing and maintaining relationships with customers, identifying their financial needs, and providing tailored solutions to help them achieve their goals. If you are a results-driven professional with excellent communication and interpersonal skills, we encourage you to apply.

About the Role:

  • Develop and maintain relationships with customers to identify their financial needs and provide tailored solutions.
  • Market and sell financial services and products to customers, including insurance policies, investments, and retirement planning.
  • Provide exceptional customer service, responding to inquiries and resolving issues promptly and professionally.
  • Work collaboratively with the agent to establish and meet marketing goals.

Requirements:

  • Sales experience preferred, but not required.
  • Excellent communication and interpersonal skills.
  • Ability to work in a fast-paced environment and meet deadlines.
  • Bachelor's degree preferred, Associate's degree or higher required.
  • Property and Casualty license (must be able to obtain), Life and Health license (must be able to obtain).


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