Financial Services Representative State Farm Agent Team Member
1 week ago
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.
- 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)
- Health benefits
- Profit sharing
- Flexible Hours
- Growth potential/Opportunity for advancement within my office
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Financial Services Representative
4 weeks ago
Warrington, Pennsylvania, United States William Thomson - State Farm Agent Full timeJob OpportunityWe are seeking a highly skilled Financial Services Representative to join our team at William Thomson - 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 ResponsibilitiesUse a customer-focused approach to educate customers about insurance...
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Customer Service Representative
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Customer Service Representative
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Warrington, Pennsylvania, United States William Thomson - State Farm Agent Full timeJob OverviewWe are seeking a motivated and customer-focused individual to join our team as a Customer Relations Representative. As a key member of our agency, you will play a vital role in building and maintaining strong relationships with our clients, helping them navigate their insurance needs and providing exceptional service.As a representative of our...
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Customer Service Representative
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