Financial Services Representative

3 weeks ago


La Marque, Texas, United States Ken Ross - State Farm Agent Full time
Job Overview

We are seeking a highly motivated and customer-focused Financial Services Representative to join our State Farm Agent team. As a key member of our team, you will play a crucial role in helping our customers achieve their financial goals and protecting their assets.

Responsibilities
  • Establish and maintain strong relationships with customers to understand their financial needs and provide personalized solutions.
  • Provide exceptional customer service by responding to inquiries, resolving issues, and delivering prompt and accurate information.
  • Use a customer-centric approach to educate customers about insurance options and develop leads to drive business growth.
  • Work collaboratively with the agent to identify and support local community events and promote our products and services.
  • Maintain a high level of productivity and work ethic to achieve sales goals and contribute to the team's success.
Requirements
  • Previous sales experience, preferably in insurance or financial services.
  • Excellent communication and interpersonal skills, with the ability to build strong relationships with customers and colleagues.
  • Knowledge of insurance products and services, including life, health, and auto insurance.
  • Ability to work in a fast-paced environment and meet sales targets.
  • Strong organizational and time management skills, with the ability to prioritize tasks and manage multiple projects.
  • Ability to learn and adapt to new technologies and systems.
What We Offer
  • A competitive salary and commission structure.
  • Opportunities for career growth and advancement within our agency.
  • A dynamic and supportive work environment.
  • Professional development and training opportunities.
  • A comprehensive benefits package, including paid time off and health insurance.


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