Financial Services Representative

1 week ago


Arlington, Virginia, United States Jose Herrera - State Farm Agent Full time
Job Overview

We are seeking a highly motivated and customer-focused Financial Services Representative to join our team at Jose Herrera - State Farm Agent. As a key member of our team, you will play a vital role in marketing and selling financial products that manage everyday risks to our customers.

Key Responsibilities
  • Use a customer-centric approach to educate customers about insurance and financial options, identifying their needs and providing tailored solutions.
  • Collaborate with the agent to establish and meet marketing goals, developing leads and scheduling appointments to drive business growth.
  • Develop and maintain a deep understanding of financial products and services, staying up-to-date on industry trends and regulatory requirements.
Requirements
  • Bachelor's degree in finance, economics, accounting, or a related field.
  • Ability to obtain relevant financial service licenses (Life, Series 6/63/65, SIE).
  • Strong analytical, organizational, and problem-solving skills, with excellent communication and customer service skills.
  • Proficiency in Microsoft Office applications, with a strong understanding of financial legislation and regulations.
What We Offer
  • Competitive salary plus commission/bonus structure.
  • Paid time off (vacation and personal/sick days).
  • Opportunities for growth and advancement within our office.

We offer flexible work-from-home options and a dynamic work environment that values teamwork and customer satisfaction.



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