Financial Services Representative

8 hours ago


Fort Collins, Colorado, United States Erin LeVan - State Farm Agent Full time
Job Opportunity

We are seeking a highly skilled and motivated Financial Services Representative to join our team at Erin LeVan - State Farm Agent. As a key member of our team, you will play a critical role in marketing and selling financial products to our customers.

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, develop leads, schedule appointments, and identify customer needs.
  • Market and sell financial products and services to customers, using a consultative approach to ensure the best possible outcomes.
Requirements
  • 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, 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 analytical, organizational, and problem-solving skills, with excellent communication and customer service skills.
Benefits
  • Competitive salary and commission/bonus structure.
  • Paid time off (vacation and personal/sick days).
  • Growth potential and opportunities for advancement within the agency.


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