Financial Services Representative

1 week ago


Harrisburg, Pennsylvania, United States Michelle Kreeger - State Farm Agent Full time
Financial Services Representative Job Description

We are seeking a highly motivated and customer-focused Financial Services Representative to join our team at Michelle Kreeger - State Farm Agent. As a Financial Services Representative, you will play a critical role in helping our customers achieve their financial goals and secure their financial future.

Key Responsibilities:
  • Market Financial Products: Develop and implement strategies to market financial products to our customers, focusing on managing everyday risks and providing education on financial options.
  • Educate Customers: Conduct needs-based reviews to educate customers about insurance options and provide guidance on how to make informed decisions.
  • Drive Sales: Utilize a consultative approach to drive sales and meet marketing goals, while maintaining a high level of customer satisfaction.
Requirements:
  • Bachelor's Degree: A bachelor's degree in finance, economics, or a related field is required.
  • Experience: Previous experience as a financial services representative is essential.
  • Knowledge: Strong knowledge of financial legislation and regulations is necessary.
  • Technical Skills: Proficiency in Microsoft Office is required.
Benefits:
  • Competitive Compensation: Attractive salary plus commission/bonus structure.
  • Generous Time Off: Generous paid time off to maintain a healthy work-life balance.
  • Comprehensive Benefits: Comprehensive health benefits to ensure your well-being.
  • Opportunities for Growth: Potential for growth and advancement within the company.


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