Financial Services Representative

3 weeks ago


Macomb, United States Aaron Seitz - State Farm Agent Full time
Job Opportunity

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

Key Responsibilities
  • Use a customer-focused approach to educate customers about insurance and financial services products.
  • Work with the agent to establish and meet marketing goals.
  • Develop leads, schedule appointments, and market appropriate products and services.
  • Maintain a strong work ethic and commitment to success.
Requirements
  • Proven experience working as a financial services representative.
  • Sound knowledge of financial industry/products.
  • Proficiency in Microsoft Office applications.
  • Strong mathematical skills.
  • Excellent analytical, organizational, and problem-solving skills.
  • Effective communication skills.
  • Exceptional customer service skills.
  • Must currently have relevant financial service licenses (series 6 and 63).
  • Life and health license (must be able to obtain).
  • Successful track record of meeting sales goals/quotas preferred.
Benefits
  • Salary plus commission/bonus.
  • Paid time off (vacation and personal/sick days).
  • Retirement plan with employer match.
  • Growth potential/Opportunity for advancement within our office.


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