Financial Services Representative

1 month ago


Pittsburg, California, United States Jeff Chaput - State Farm Agent Full time
Job OverviewAs a Financial Representative with Jeff Chaput - State Farm Agent, you will play a key role in marketing and selling financial products to manage everyday risks. Your expertise in financial products will enable you to provide customers with informed guidance on their financial options. Your analytical skills will make you a valuable resource to customers and a competitive asset to the agency.

Key Responsibilities
  • Use a customer-centric approach to educate customers about insurance options and provide personalized recommendations.
  • Collaborate with the agent to establish and meet marketing goals, develop leads, and schedule appointments.
  • Identify customer needs and market appropriate financial products and services.
Requirements
  • Bachelor's degree in finance, economics, accounting, or a related field.
  • Ability to obtain relevant financial service licenses.
  • Proven experience working as a financial services representative.
  • Strong knowledge of financial legislation and regulations.
  • Proficiency in Microsoft Office applications.
  • Excellent analytical, organizational, and problem-solving skills.
  • Effective communication and customer service skills.
  • Ability to meet sales goals and quotas.
Benefits
  • Competitive salary and commission/bonus structure.
  • Paid time off and benefits package.
  • Opportunities for growth and advancement within the agency.


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