Financial Services Representative

3 weeks ago


Elizabeth, New Jersey, United States Hera Gutierrez - State Farm Agent Full time
{"title": "Financial Services Representative", "content": "Role Overview

As a Financial Services Representative with Hera Gutierrez - State Farm Agent, you will play a crucial role in marketing and selling financial products that manage everyday risks. Your expertise in financial products will enable you to provide customers with informed guidance on their financial options, making you a valuable asset to the agency.

Key Responsibilities
  • Conduct customer-focused reviews to educate customers about insurance options and provide personalized recommendations.
  • Collaborate with the agent to establish and meet marketing goals, ensuring the agency's success.
  • Develop leads, schedule appointments, and identify customer needs to market appropriate products and services.
Requirements
  • Must obtain relevant financial service licenses.
  • Proficiency in Microsoft Office applications.
  • Strong mathematical skills and analytical precision.
  • Excellent communication and customer service skills.
  • Ability to work in a fast-paced environment and meet sales goals.
Benefits
  • Competitive salary and commission/bonus structure.
  • Paid time off and flexible hours.
  • Opportunities for growth and advancement within the agency.
  • License reimbursement and professional development support.
", "lang_code": "en-US"}

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