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Financial Services Representative

2 months ago

Frisco, Texas, United States Scott Samuel - State Farm Agent Full time
About the Role

We are seeking a highly motivated and experienced Financial Services Representative to join our team at Scott Samuel - 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
  • Customer-Focused Approach: Use a customer-focused, needs-based review process to educate customers about insurance options and provide them with tailored solutions.
  • Marketing and Sales: Work with the agent to establish and meet marketing goals, develop leads, schedule appointments, identify customer needs, and market appropriate products and services.
  • Financial Expertise: Reinforce your sales-minded and consultative approach to educating customers on their financial options, leveraging your proficient knowledge of financial products.
Requirements
  • Education: Bachelor's degree in finance, economics, accounting, or a related field.
  • Licenses and Certifications: Must be able to obtain relevant financial service licenses.
  • Experience: Proven experience working as a financial services representative.
  • Skills: Sound knowledge of financial legislation, proficiency in Microsoft Office applications, strong mathematical skills, excellent analytical, organizational, and problem-solving skills, effective communication skills, and exceptional customer service skills.
Benefits
  • Compensation: Salary plus commission/bonus.
  • Time Off: Paid time off (vacation and personal/sick days).
  • Profit Sharing: Profit sharing opportunities.
  • Career Advancement: Growth potential and opportunity for advancement within our office.