Financial Services Representative State Farm Agent Team Member
2 weeks ago
As a Financial Services Representative with Kristin West - State Farm Agent, you will play a crucial role in marketing financial products that manage everyday risks. Your expertise in financial products will enable you to educate customers on their financial options, using a customer-focused, needs-based review process. You will work closely with the agent to establish and meet marketing goals, develop leads, schedule appointments, identify customer needs, and market appropriate products and services.
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.
- 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.
- Growth potential/Opportunity for advancement within my office.
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