Financial Services Representative State Farm Agent Team Member

2 weeks ago


Ocala, Florida, United States Kristin West - State Farm Agent Full time
Job Description

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.
Qualifications
  • 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.
  • Growth potential/Opportunity for advancement within my office.


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