Financial Services Representative

1 day ago


Cedar Rapids, Iowa, United States Doug Valentine Full time
About the Role

We are seeking a highly motivated and results-driven Financial Representative to join our team at Doug Valentine - State Farm Agent. As a key member of our team, you will play a critical role in helping our customers achieve their financial goals and objectives.

Key Responsibilities
  • Develop and Execute Sales Strategies: Identify and pursue new business opportunities, develop and execute sales plans to meet or exceed sales targets.
  • Build and Maintain Customer Relationships: Foster strong relationships with existing and new customers, understand their needs and provide tailored solutions to meet their financial goals.
  • Market and Sell Insurance Products: Develop and execute marketing plans to promote insurance products and services to customers, meet or exceed sales targets.
  • Collaborate with the Agent Team: Work closely with the agent team to develop and execute business strategies, share best practices and knowledge to drive business growth.
Requirements
  • Sales Experience: 1+ year of sales experience in a business-to-business or business-to-consumer environment.
  • Insurance License: Property & Casualty license required.
  • Communication and Interpersonal Skills: Excellent communication and interpersonal skills, ability to build strong relationships with customers and colleagues.
  • Results-Oriented: Proven track record of meeting or exceeding sales targets, ability to work in a fast-paced environment and meet deadlines.
What We Offer
  • Competitive Salary and Commission: Competitive salary and commission structure, opportunity to earn a high income based on sales performance.
  • Benefits Package: Comprehensive benefits package, including health insurance, paid time off, and profit sharing.
  • Growth Opportunities: Opportunity to grow and develop your career within the agency, access to training and development programs to enhance your skills and knowledge.


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