Financial Services Professional
1 week ago
As a Financial Services Representative with Dan Miller - State Farm Agent, you will play a crucial role in marketing financial products that manage everyday risks. This involves educating customers about insurance options and providing them with proficient knowledge of financial products.
About the Role:
The ideal candidate will have a Bachelor's degree in finance, economics, accounting, or a related field. They must also be able to obtain relevant financial service licenses and have proven experience working as a financial services representative. Strong mathematical skills, excellent analytical and organizational abilities, and effective communication skills are essential for success in this role.
Responsibilities:
- Use a customer-focused approach to educate customers about insurance options.
- Work with the agent to establish and meet marketing goals.
- Develop leads, schedule appointments, identify customer needs, and market appropriate products and services.
Benefits:
- Salary plus commission/bonus
- Paid time off (vacation and personal/sick days)
- Profit sharing
- Growth potential/Opportunity for advancement within the office
Estimated Salary: $60,000 - $80,000 per year.
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