Financial Services Representative State Farm Agent Team Member

1 week ago


Warrington, Pennsylvania, United States William Thomson - State Farm Agent Full time
Job DescriptionJob DescriptionROLE RESPONSIBILITIES:
As a Financial Services Representative with William Thomson - 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 a valuable resource to customers and a competitive addition to a successful agency.

Key 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.
Requirements:
  • 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
Benefits:
  • Salary plus commission/bonus
  • Paid time off (vacation and personal/sick days)
  • Health benefits
  • Profit sharing
  • Flexible Hours
  • Growth potential/Opportunity for advancement within my office


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