Financial Services Representative

2 days ago


Uniontown, Alabama, United States Nathan Ferguson Full time
Job Title: Financial Representative

Join our team at Nathan Ferguson State Farm Insurance as a Financial Representative, where you will play a crucial role in marketing financial products that manage everyday risks.

About the Role:

As a Financial Representative, you will be responsible for educating customers about insurance options using a customer-focused, needs-based review process. You will work closely with the agent to establish and meet marketing goals, develop leads, schedule appointments, identify customer needs, and market appropriate products and services.

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.
Qualifications:
  • Must have or 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.
  • Flexible work from home options available.
Compensation:

$25.00 per hour.

We are a busy office looking for our next great team member. Our team uses state-of-the-art technology to achieve outstanding results. We want to work alongside those who are equally committed to excellence and personal achievement.

About Our Agency:

We help people manage the risks of everyday life, recover from the unexpected, and realize their dreams. We provide insurance and financial services, including Auto Insurance, Home Insurance, Life Insurance, Retirement Planning, Business Insurance, College Planning, Health Insurance, and Renters Insurance.

We look forward to speaking with you.



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