Financial Services Representative

2 days ago


Fort Myers, Florida, United States Joel Hinman - State Farm Agent Full time
Job Description
The Financial Services Representative at Joel Hinman - State Farm Agent is responsible for developing leads, scheduling appointments, identifying customer needs, and marketing appropriate products and services. This role requires excellent communication skills to provide written, verbal, and listening support to customers and build strong relationships with them.

Key Responsibilities
  • Use a customer-focused, needs-based review process to educate customers about insurance options.
  • Develop leads, schedule appointments, and identify customer needs.
  • Market appropriate products and services to customers.

Benefits
  • A competitive salary of $60,000 per year, plus commission/bonus opportunities.
  • Paid time off (vacation and personal/sick days).
  • Flexible hours to accommodate your work style.
  • Growth potential and opportunity for advancement within the agency.

Requirements
  • Proactive in problem solving and people-oriented individual.
  • Able to learn computer functions.
  • Ability to work in a team environment.


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