Financial Services Representative

1 day ago


Niceville, Florida, United States Ryan Cabaniss - State Farm Agent Full time
About the Role

We are seeking a highly motivated and results-driven Financial Services Representative to join our team at Ryan Cabaniss - State Farm Agent. As a key member of our team, you will play a critical role in marketing and selling financial products that manage everyday risks to our customers.

Key Responsibilities
  • Customer-Focused Approach: Use a customer-centric, needs-based review process to educate customers about insurance options and provide personalized solutions to meet their financial needs.
  • 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
  • Education: Bachelor's degree in finance, economics, accounting, or a related field.
  • Licenses and Certifications: Must have or be able to obtain relevant financial service licenses.
  • Experience: Proven experience working as a financial services representative, with a strong track record of meeting sales goals/quotas preferred.
  • Skills: Sound knowledge of financial legislation, proficiency in Microsoft Office applications, strong mathematical skills, excellent analytical, organizational, and problem-solving skills, effective communication skills, and exceptional customer service skills.
Benefits
  • Compensation: Salary plus commission/bonus.
  • Benefits Package: Paid time off (vacation and personal/sick days), health benefits, and profit sharing.
  • Opportunities for Advancement: Growth potential and opportunity for advancement within our office.


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