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Financial Services Account Manager

2 months ago

Raleigh, North Carolina, United States Miles Cooper - State Farm Agent Full time
Financial Account Representative Position OverviewCompany: Miles Cooper - State Farm Agent

Position Summary:
Are you dedicated to assisting clients in achieving their financial objectives? We are looking for a committed Financial Account Representative to become part of our agency. In this position, you will play a crucial role in guiding clients through their financial choices and helping them navigate everyday risks with our comprehensive suite of products. Become an integral part of a thriving agency where your analytical capabilities and sales-oriented mindset will have a significant impact.

Key Responsibilities:
  • Inform clients about various insurance solutions through a thorough needs assessment process.
  • Work alongside the agent to fulfill marketing targets.
  • Develop leads, assess client requirements, and advocate appropriate products and services.
Required Qualifications:
  • Bachelor's degree in finance, economics, accounting, or a similar discipline.
  • Applicable financial service licenses.
  • Prior experience in a financial services role.
  • Understanding of financial regulations.
  • Proficiency in Microsoft Office applications.
  • Strong numerical skills.
  • Exceptional analytical, organizational, and problem-solving abilities.
  • Excellent communication and customer service skills.
  • Proven track record of achieving sales objectives.
Benefits Offered:
  • Attractive salary structure with commission and bonuses.
  • Comprehensive paid time off policy.
  • Opportunities for professional growth and advancement within the organization.