Financial Services Representative
6 days ago
We are seeking a skilled Financial Services Representative to join our team at Brant Dietz State Farm Agent in New Mexico. As an Account Representative, you will play a vital role in growing our agency through meaningful client relationships and providing exceptional customer service.
Estimated Salary: $60,000 - $80,000 per year
Responsibilities- Develop and maintain strong relationships with clients to provide comprehensive financial planning and insurance advice.
- Assist clients with retirement planning, investment management, and insurance needs to improve their overall financial well-being.
- Stay up-to-date with market trends and product offerings to ensure the best possible solutions for our clients.
- Maintain daily marketing efforts to meet expectations and grow our business.
- Licensed in the State of New Mexico for Proper/Casualty & Life/Health insurance.
- Strong communication and interpersonal skills to effectively interact with clients and colleagues.
- A willingness to be coachable and grow towards team goals to achieve success.
- 4-day work week after training is completed.
- 401(k) matching program to support your retirement savings.
- Bonus based on performance to recognize your achievements.
- Company parties to celebrate milestones and build team camaraderie.
- Competitive salary to reflect your value to the team.
- Dental and health insurance to protect your physical and mental well-being.
- Opportunity for advancement within the company to challenge yourself and grow professionally.
- Paid time off to recharge and enjoy your personal life.
- Parental leave to support your family's needs.
- Training and development opportunities to enhance your skills and knowledge.
- Vision insurance to safeguard your eyesight.
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