Financial Services Representative

3 weeks ago


Dawsonville, Georgia, United States Ryan Scott Inc Full time

Job Summary

We are seeking a highly skilled Financial Account Representative to join our team at Ryan Scott State Farm. As a Financial Account Representative, you will play a critical role in marketing financial products that manage everyday risks.

Key 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).
  • Health benefits.
  • Profit sharing.
  • Growth potential/Opportunity for advancement within my office.

About Our Agency

  • Our mission is to help people manage the risks of everyday life, recover from the unexpected and realize their dreams.
  • Our office is located in Dawsonville, Georgia.


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