Financial Services Representative

4 days ago


Philadelphia, Pennsylvania, United States Ahida Garcia - State Farm Agent Full time
Job Overview

As a Financial Account Representative with Ahida Garcia State Farm Agent, you will play a crucial role in marketing and selling financial products that help customers 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
  • Customer Engagement: Use a customer-focused approach to educate customers about insurance options and provide personalized solutions to meet their needs.
  • Marketing and Sales: Work with the agent to establish and meet marketing goals, develop leads, schedule appointments, and identify customer needs to market appropriate products and services.
Requirements
  • Education: Bachelor's degree in finance, economics, accounting, or a related field.
  • Language Skills: Bilingual English - Spanish.
  • Experience: Proven experience working as a financial services representative.
  • Skills: Excellent analytical, organizational, and problem-solving skills, effective communication skills, and exceptional customer service skills.
  • Licenses: Licensed in Life and Health Insurance.


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