Financial Services Representative State Farm Agent Team Member
4 weeks ago
As a Financial Services Representative with JENNIFER ROBERTS - State Farm Agent, you will successfully market financial products that manage everyday risks. Your knowledge of financial products will reinforce your sales-minded approach to educating customers on their financial options. Your analytical skills will make you an invaluable resource to customers and a competitive addition to a successful agency.
Responsibilities- Use a customer-focused review process 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.
- 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.
- Salary plus commission/bonus.
- Paid time off (vacation and personal/sick days).
- Profit sharing.
- Growth potential/Opportunity for advancement within my office.
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