Financial Services Representative

1 week ago


Pittsburg, California, United States Jeff Chaput - State Farm Agent Full time
About Our Agency

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.
Qualifications
  • 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.
Benefits
  • 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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