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Financial Services Representative

2 months ago

Elizabeth, New Jersey, United States Hera Gutierrez - State Farm Agent Full time
Job Summary

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

Key Responsibilities
  • Customer Education: Use a customer-focused, needs-based review process to educate customers about insurance options and provide them with expert advice on their financial needs.
  • Marketing and Sales: Work with the agent to establish and meet marketing goals, develop leads, schedule appointments, identify customer needs, and market appropriate products and services.
Requirements
  • Licenses and Certifications: Must be able to obtain relevant financial service licenses.
  • Technical Skills: Proficiency in Microsoft Office applications.
  • Analytical and Problem-Solving Skills: Strong mathematical skills, excellent analytical, organizational, and problem-solving skills.
  • Communication and Customer Service Skills: Effective communication skills, exceptional customer service skills.
  • Desirable Qualifications: Successful track record of meeting sales goals/quotas, bilingual (Spanish) preferred.
Benefits
  • Compensation and Benefits: Salary plus commission/bonus, 401k, paid time off (vacation and personal/sick days), flexible hours.
  • Professional Development: Growth potential/Opportunity for advancement within my agency, license reimbursement.