Financial Services Representative

3 weeks ago


Bakersfield, California, United States Adam Hopkins - State Farm Agent Full time
Job Opportunity

We are seeking a highly skilled Financial Services Representative to join our team at Adam Hopkins - State Farm Agent. As a key member of our team, you will play a crucial role in marketing and selling financial products that manage everyday risks.

Key Responsibilities
  • Use a customer-focused approach to educate customers about insurance options and develop leads to schedule appointments.
  • Work with the agent to establish and meet marketing goals, identifying customer needs and marketing appropriate products and services.
Requirements
  • Must be able to obtain relevant financial service licenses.
  • Proven experience working as a financial services representative with a strong knowledge of financial legislation.
  • Proficiency in Microsoft Office applications and strong mathematical skills.
  • Excellent analytical, organizational, and problem-solving skills, as well as effective communication and customer service skills.
Benefits
  • Competitive salary plus commission/bonus structure.
  • Paid time off (vacation and personal/sick days) and profit sharing (401k) opportunities.
  • Chance to grow and advance within our office.


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