Customer Service Representative

1 month ago


Edinburg, Texas, United States Raul Resendez - State Farm Agent Full time
Job Overview

We are seeking a highly skilled Customer Service Representative to join our team at Raul Resendez State Farm Insurance Agencies. As a key member of our team, you will be responsible for marketing financial products that manage everyday risks. Your proficient knowledge of financial products will enable you to provide expert advice to customers, reinforcing your sales-minded and consultative approach. Your analytical precision will make you an invaluable resource to customers and a competitive addition to our agency.

Key Responsibilities
  • Use a customer-focused, needs-based 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 preferred but not required.
  • 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).
  • Growth potential/Opportunity for advancement within my office.


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