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Financial Services Representative

2 months ago

Knoxville, Tennessee, United States Paul Humphries - State Farm Agent Full time
Job Opportunity

We are seeking a highly skilled Financial Services Representative to join our team at Paul Humphries - 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:
  • Conduct customer-focused reviews to educate customers about insurance options and provide personalized solutions.
  • Collaborate with the agent to establish and meet marketing goals, develop leads, and schedule appointments.
  • Identify customer needs and market appropriate products and services.
Requirements:
  • Bachelor's degree in finance, economics, accounting, or a related field.
  • Ability to obtain relevant financial service licenses.
  • Proven experience working as a financial services representative.
  • Strong knowledge of financial legislation and regulations.
  • Proficiency in Microsoft Office applications.
  • Excellent analytical, organizational, and problem-solving skills.
  • Effective communication and customer service skills.
Benefits:
  • Competitive salary plus commission/bonus structure.
  • Paid time off (vacation and personal/sick days).
  • Health benefits and profit sharing.
  • Opportunities for growth and advancement within the agency.