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Financial Services Representative
2 months ago
We are seeking a highly skilled and motivated Financial Services Representative to join our team at Heather Powell - State Farm Agent. As a key member of our team, you will play a critical role in marketing and selling financial products that manage everyday risks.
Key Responsibilities- Customer Education: Use a customer-focused, needs-based review process to educate customers about insurance options and provide them with expert advice.
- Marketing and Sales: Work with the agent to establish and meet marketing goals, develop leads, schedule appointments, identify customer needs, and market appropriate products and services.
- Product Knowledge: Develop and maintain a deep understanding of financial products and services, including insurance options, investment products, and retirement planning solutions.
- Education: Bachelor's degree in finance, economics, accounting, or a related field.
- Licenses and Certifications: Must be able to obtain relevant financial service licenses.
- Experience: Proven experience working as a financial services representative, with a strong track record of meeting sales goals and quotas.
- Skills: Sound knowledge of financial legislation, proficiency in Microsoft Office applications, strong mathematical skills, excellent analytical, organizational, and problem-solving skills, effective communication skills, and exceptional customer service skills.
- Compensation: Salary plus commission/bonus.
- Benefits Package: Paid time off (vacation and personal/sick days), health benefits, and profit sharing.
- Career Advancement: Opportunity for advancement within the agency, with a focus on professional growth and development.