Financial Services Representative

5 days ago


Saint James, United States James Winter - State Farm Agent Full time
Job Overview

As a Financial Services Representative with James Winter - State Farm Agent, you will play a crucial role in marketing and selling financial products that manage everyday risks. Your expertise in financial products will enable you to provide consultative advice to customers, helping them make informed decisions about their financial options.

Key Responsibilities
  • Conduct customer-focused reviews to educate customers about insurance options and provide personalized recommendations.
  • Collaborate with the agent to establish and meet marketing goals, driving business growth and success.
  • Identify customer needs, develop leads, and market appropriate products and services to meet those needs.
Requirements
  • Must be able to obtain relevant financial service licenses.
  • Proficiency in Microsoft Office applications.
  • Strong mathematical skills and analytical precision.
  • Excellent organizational, problem-solving, and communication skills.
  • Exceptional customer service skills and a strong track record of meeting sales goals/quotas.
Benefits
  • 401k plan.
  • Competitive base salary plus heavy commission/bonus structure.
  • $250/month health stipend.
  • Paid time off (vacation and personal/sick days).
  • Flexible hours and a dynamic work environment.
  • Opportunities for growth and advancement within the agency.


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