Financial Services Representative

7 days ago


Carson City, Nevada, United States Bret Andreas - State Farm Agent Full time
Job Opportunity

We are seeking a highly skilled Financial Services Representative to join our team at Bret Andreas - 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.

Key Responsibilities:
  • Use a customer-focused approach to educate customers about insurance options and develop leads to schedule appointments.
  • Work with the agent to establish and meet marketing goals, identifying customer needs and marketing 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 with a strong knowledge of financial legislation.
  • Proficiency in Microsoft Office applications and strong mathematical skills.
  • Excellent analytical, organizational, and problem-solving skills, with effective communication and customer service skills.
What We Offer:
  • Salary plus commission/bonus
  • Health benefits
  • Paid time off (vacation and personal/sick days)
  • Valuable experience and growth potential for advancement within our agency
  • Health coverage for employee only
  • Roth after 2 years service


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