Financial Services Representative

5 days ago


Saint Joseph, Michigan, United States Jaden Gebbink - State Farm Agent Full time
Job Overview

As a Financial Services Representative with Jaden Gebbink - State Farm Agent, you will play a crucial role in marketing and selling financial products that help customers manage everyday risks.

Key Responsibilities
  • Customer Education: Use a customer-focused, needs-based review process to educate customers about insurance options and provide them with expert advice.
  • Marketing and Sales: Work with the agent to establish and meet marketing goals, develop leads, schedule appointments, and identify customer needs to market appropriate products and services.
Requirements
  • Licenses and Certifications: Must have relevant financial service licenses, including Life, SIE, Series 6, 63, and 65.
  • Experience: Proven experience working as a financial services representative is required.
  • Knowledge and Skills: Sound knowledge of financial legislation, excellent analytical, organizational, and problem-solving skills, effective communication skills, and exceptional customer service skills are essential.
  • Performance Metrics: A successful track record of meeting sales goals and quotas is required.
Benefits
  • Compensation: Salary plus commission/bonus.
  • Time Off: Paid time off (vacation and personal/sick days).
  • Health Benefits: Comprehensive health benefits.
  • Career Advancement: Opportunities for growth and advancement within the agency.


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