Insurance and Financial Services Professional

2 weeks ago


Cortez, Colorado, United States Ricky King - State Farm Agent Full time
Job Opportunity

We are seeking a highly skilled and motivated Insurance and Financial Services Professional to join our team at Ricky King - State Farm Agent.

Job Summary

The successful candidate will be responsible for marketing and selling financial products that manage everyday risks to our customers. This includes using a customer-focused, needs-based review process to educate customers about insurance options, working with the agent to establish and meet marketing goals, and developing leads, scheduling appointments, and identifying customer needs.

Responsibilities
  • Use a customer-focused, needs-based review process to educate customers about insurance options.
  • Work with the agent to establish and meet marketing goals.
  • Develop leads, schedule appointments, identify customer needs, and market appropriate products and services.
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.
  • Sound knowledge of financial legislation.
  • Proficiency in Microsoft Office applications.
  • Strong mathematical skills.
  • Excellent analytical, organizational, and problem-solving skills.
  • Effective communication skills.
  • Exceptional customer service skills.
  • Successful track record of meeting sales goals/quotas preferred.
Benefits
  • Salary plus commission/bonus.
  • Paid time off (vacation and personal/sick days).
  • Growth potential/Opportunity for advancement within my office.


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