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Financial Services Representative State Farm Agent Team Member
2 months ago
As a Financial Services Representative with Rick Smith - State Farm Agent, you will play a crucial role in marketing and selling financial products that manage everyday risks. Your expertise in financial products will enable you to provide consultative advice to customers, helping them make informed decisions about their financial options.
Key Responsibilities- Customer Engagement: Utilize a customer-focused approach to educate customers about insurance options, identifying their needs and providing tailored solutions.
- Marketing and Sales: Collaborate with the agent to establish and meet marketing goals, developing leads, scheduling appointments, and promoting financial products and services.
- 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.
- Compensation: Salary plus commission/bonus.
- Time Off: Paid time off (vacation and personal/sick days).
- Health Benefits: Health benefits.
- Profit Sharing: Profit sharing.
- Career Advancement: Growth potential and opportunity for advancement within the office.
