Financial Services Representative

4 days ago


Madison, Wisconsin, United States Alejandra Bustamante - State Farm Agent Full time
Job Overview

We are seeking a highly motivated and results-driven Financial Services Representative to join our team at Alejandra Bustamante - State Farm Agent. As a key member of our team, you will play a critical role in helping our customers achieve their financial goals and protect their assets.

Key Responsibilities
  • Develop and implement effective sales strategies to meet and exceed sales targets
  • Provide exceptional customer service and build strong relationships with clients
  • Stay up-to-date on industry trends and product offerings to provide expert advice to customers
  • Collaborate with the agent to establish and achieve marketing goals
  • Identify customer needs and market appropriate products and services
Requirements
  • Bachelor's degree in finance, economics, accounting, or a related field
  • Series 6 & 63 license; ChFC preferred
  • Proven experience working as a financial services representative
  • Strong analytical, organizational, and problem-solving skills
  • Excellent communication and customer service skills
  • Ability to work in a fast-paced environment and meet sales goals/quotas
What We Offer
  • Competitive salary plus commission/bonus
  • Paid time off (vacation and personal/sick days)
  • Growth potential/Opportunity for advancement within our office


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