Financial Services Representative
3 weeks ago
About Us:
Patricia Cantu - State Farm Agent is seeking a motivated and customer-focused individual to join our team as a Financial Services Representative. As an integral part of our agency, you will have the opportunity to work with a diverse range of customers, providing them with expert advice on insurance and financial products.
About the Role:
This role involves building strong relationships with customers, understanding their needs, and identifying opportunities to provide them with tailored solutions. You will be responsible for developing leads, scheduling appointments, and marketing appropriate products and services. In return, you will receive a competitive salary plus commission/bonus, paid time off, flexible hours, growth potential, and the opportunity to work in a dynamic team environment.
Key Responsibilities:
- Establish customer relationships and follow up as needed.
- Use a customer-focused review process to educate customers about insurance options.
- Develop leads, schedule appointments, identify customer needs, and market appropriate products and services.
Requirements:
To succeed in this role, you will need excellent communication skills, a people-oriented approach, and the ability to learn computer functions. Bilingual Spanish is also an asset. If you are motivated to succeed and can see yourself in this role, we encourage you to apply.
Salary Estimate:$50,000 - $70,000 per year based on experience and performance.
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