Financial Services Representative

2 weeks ago


Tulsa, Oklahoma, United States Michael Nelson - 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 Michael Nelson - State Farm Agent. As a key member of our agency, you will play a critical role in marketing and selling financial products that manage everyday risks.

Key Responsibilities
  • Use a customer-focused, needs-based review process to educate customers about insurance options and financial products.
  • 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.
  • 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).
  • Health benefits.
  • Profit sharing.
  • Growth potential/Opportunity for advancement within the agency.
Compensation

$40, $75,000.00 per year.

About Our Agency
  • Our mission is to help people manage the risks of everyday life, recover from the unexpected, and realize their dreams.
  • We help customers with their insurance and financial services needs, including Auto Insurance, Home Insurance, Life Insurance, Retirement Planning, Business Insurance, College Planning, Health Insurance, and Renters Insurance.


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