Financial Services Representative

6 days ago


Deer Park, Washington, United States Billy Costello - State Farm Agent Full time
About the Role

We are seeking a highly motivated and results-driven Account Executive to join our team at Billy Costello - State Farm Agent. As an Account Executive, you will play a critical role in marketing and selling financial products to our customers, helping them manage everyday risks and achieve their financial goals.

Key Responsibilities
  • Develop and implement a customer-focused sales strategy to educate customers about insurance options and financial products.
  • Work closely with the agent to establish and meet marketing goals, identifying opportunities to grow our customer base and increase sales.
  • Develop leads, schedule appointments, and market appropriate products and services to meet customer needs.
Requirements
  • 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 and quotas.
  • Sound knowledge of financial legislation and regulations.
  • Proficiency in Microsoft Office applications, including Excel, Word, and PowerPoint.
  • Strong mathematical skills, with the ability to analyze data and make informed decisions.
  • Excellent analytical, organizational, and problem-solving skills, with the ability to work in a fast-paced environment.
  • Effective communication and interpersonal skills, with the ability to build strong relationships with customers and colleagues.
  • Exceptional customer service skills, with a focus on delivering a high level of service to our customers.
Benefits
  • Competitive hourly rate, plus commission and bonus opportunities.
  • Paid time off, including vacation and personal/sick days.
  • Health stipend and 401(k) matching.
  • Growth potential and opportunities for advancement within our office.
About Our Company

Billy Costello - State Farm Agent is a leading provider of insurance and financial services, dedicated to helping our customers manage the risks of everyday life and achieve their financial goals. We are committed to delivering exceptional customer service and building long-term relationships with our customers.



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