Financial Services Representative

2 weeks ago


Nashville, Tennessee, United States Terry Stone - State Farm Agent Full time
Job Overview

We are seeking a highly motivated and results-driven Financial Services Representative to join our team at Terry Stone - State Farm Agent. As a key member of our team, you will play a critical role in marketing and selling financial products that manage everyday risks to our customers.

Key Responsibilities
  • Use a customer-focused approach to educate customers about insurance options and develop leads to schedule appointments.
  • Work closely with the agent to establish and meet marketing goals, develop leads, and market appropriate products and services.
  • Utilize analytical precision to identify customer needs and provide solutions that meet their financial goals.
Requirements
  • 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 with a strong track record of meeting sales goals.
  • Sound knowledge of financial legislation and proficiency in Microsoft Office applications.
  • Strong mathematical skills, excellent analytical, organizational, and problem-solving skills, and effective communication skills.
Benefits
  • Competitive salary plus commission/bonus structure.
  • Paid time off (vacation and personal/sick days) and health benefits.
  • Profit sharing and growth potential/Opportunity for advancement within the office.

This is a remote position that offers a unique opportunity to work with a successful agency and contribute to the growth and success of our team.



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