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Financial Services Representative

2 months ago

Royal Oak, Michigan, United States Alisha Alef - State Farm Agent Full time
Position Overview

Alisha Alef - State Farm Agent is seeking a dedicated professional for the role of Financial Services Representative. We are looking for an enthusiastic individual who is passionate about fostering growth through meaningful interactions and exceptional customer service. If you are a proactive self-starter who excels in a dynamic environment, this position offers a fulfilling career path with significant income and advancement opportunities.

Key Responsibilities
  • Build and maintain strong customer relationships, ensuring timely follow-ups.
  • Utilize a customer-centric approach to educate clients on various insurance solutions.
  • Generate leads, arrange meetings, assess client needs, and promote suitable products and services.
  • Collaborate with the agent to support local community initiatives.
  • Demonstrate a strong work ethic and a commitment to achieving success daily.
What We Offer
  • Simple IRA
  • Base salary plus commission and bonuses
  • Paid time off for vacations and personal/sick days
  • Flexible working hours
  • Valuable industry experience
  • Opportunities for professional growth and advancement within the agency
Qualifications
  • Preferred experience in sales (including outside sales, inside sales, retail, or telemarketing)
  • Proven success in meeting sales targets
  • Excellent communication skills, both written and verbal
  • Genuine interest in the role of insurance and financial products in helping individuals manage risks and achieve their goals
  • People-oriented and self-motivated
  • Proactive problem-solving abilities
  • Competence in learning and utilizing computer systems
  • Ability to present information effectively to potential clients
  • Experience in marketing financial products is a plus
  • Knowledge of various financial services, including life and health products
  • Ability to simplify complex financial concepts for clients
  • Must possess a current Property and Casualty license
  • Must obtain a Life and Health license

If you envision yourself thriving in this role, we encourage you to complete our application process. We will provide further information regarding the next steps in the interview process.

This position is with an independent contractor agent of State Farm, not with State Farm Insurance Companies. Employees of State Farm agents must successfully complete any necessary licensing requirements and training programs. State Farm agents are independent contractors who hire their own staff, and their employees are not employees of State Farm.