Financial Services Representative
1 week ago
We are a dynamic and growing agency, Jeff Chaput - State Farm Agent, seeking a talented and motivated individual to join our team as a Financial Representative. As a Financial Representative, you will play a crucial role in helping our customers achieve their financial goals and objectives.
Responsibilities- Use a customer-focused, needs-based review process to educate customers about insurance options.
- Work with the agent to establish and meet marketing goals.
- Develop leads, schedule appointments, identify customer needs, and market appropriate products and services.
- Bachelor's degree in finance, economics, accounting, or a related field.
- Must be able to obtain relevant financial service licenses.
- Proven experience working as a financial services representative.
- Sound knowledge of financial legislation.
- Proficiency in Microsoft Office applications.
- Strong mathematical skills.
- Excellent analytical, organizational, and problem-solving skills.
- Effective communication skills.
- Exceptional customer service skills.
- Successful track record of meeting sales goals/quotas preferred.
- Salary plus commission/bonus.
- Paid time off (vacation and personal/sick days).
- Health benefits.
- 401(k).
- Growth potential/Opportunity for advancement within my office.
We offer a competitive compensation package, including a salary plus commission/bonus, paid time off, health benefits, 401(k), and growth potential for advancement within our office. If you are a motivated and customer-focused individual with a passion for financial services, we encourage you to apply for this exciting opportunity.
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