Financial Services Representative
7 days ago
We are seeking a highly motivated and results-driven Financial Services Representative to join our team at RYAN SCOTT - State Farm Agent. As a Financial Services Representative, you will play a critical role in marketing and selling financial products that manage everyday risks. With your proficient knowledge of financial products, you will provide customers with expert advice and educate them on their financial options. Your analytical precision will make you an invaluable resource to customers and a competitive addition to our successful agency.
Responsibilities:
* Use a customer-focused, needs-based 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.
Qualifications:
- 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
Benefits:
- Salary plus commission/bonus ($60,000 - $80,000 per year)
- Paid time off (vacation and personal/sick days)
- Health benefits
- Profit sharing
- Growth potential/Opportunity for advancement within my office
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