Financial Services Representative
4 weeks ago
We are seeking a highly motivated and results-driven Financial Representative to join our successful team at Brad Sutter - State Farm Agent. As a key member of our team, you will be responsible for engaging with prospective clients, providing them with valuable insurance solutions, and building strong relationships with existing customers.
Key Responsibilities- Sales and Consultation: Understand the insurance needs of potential customers through active listening and conducting thorough assessments. Recommend appropriate insurance policies to protect their assets and loved ones.
- Customer Relationship Management: Build and nurture strong relationships with clients, ensuring their needs are met promptly and effectively. Provide exceptional customer service at every touchpoint.
- Prospecting and Networking: Identify potential clients through various channels, including referrals, networking events, and community involvement. Expand our customer base and contribute to the growth of the agency.
- Policy Reviews: Conduct regular policy reviews with existing clients to assess their coverage and make adjustments based on life changes and evolving needs.
- Team Collaboration: Work closely with our dedicated team to deliver a seamless customer experience and achieve collective goals.
- Sales Targets: Meet and exceed individual and team sales targets, contributing to the overall success of the company.
- Sales Experience: Prior experience in sales or customer service is preferred, but we welcome applicants who possess strong interpersonal skills and a desire to learn and grow in the industry.
- Communication Skills: Excellent verbal and written communication abilities to effectively convey complex information in a clear and concise manner.
- Customer-Centric: A genuine passion for helping others and a commitment to going above and beyond to ensure customer satisfaction.
- Goal-Oriented: A self-motivated individual with a proven track record of meeting and exceeding sales targets.
- Insurance Knowledge: Familiarity with insurance products and industry practices is advantageous.
- Ongoing Training and Development: Opportunities to enhance your skills and knowledge.
- Supportive Team Environment: A collaborative team that feels like family.
- Career Growth and Advancement: Opportunities for advancement within the agency.
- Competitive Compensation: Salary plus commission/bonus.
- Paid Time Off: Vacation and personal/sick days.
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