Financial Services Representative

2 days ago


Louisville, Kentucky, United States Travis Easterling - State Farm Agent Full time

As a key member of the Travis Easterling State Farm Agent team, you will play a vital role in marketing and selling financial products that manage everyday risks.

Key Responsibilities:
  • Use a customer-focused 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
What We Offer:
  • Salary plus commission/bonus
  • Paid time off (vacation and personal/sick days)
  • Health benefits
  • Profit sharing
  • Growth potential/Opportunity for advancement within my office

Flexible work from home options available.



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