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Financial Services Coordinator at State Farm Agency
2 months ago
Benefits:
- Performance-based bonuses
- Attractive salary package
- Flexible working hours
- Career advancement opportunities
- Paid leave
- Comprehensive training and development programs
ROLE SUMMARY:
As a Financial Services Coordinator at Glen Reichenbach - State Farm Agent, you will effectively promote financial solutions that address everyday challenges. Your in-depth understanding of financial offerings enhances your consultative approach, allowing you to educate clients on their financial choices. Your analytical skills will position you as a key asset to clients and a valuable contributor to a thriving agency.
KEY RESPONSIBILITIES:
- Generate leads, arrange meetings, assess client needs, and present suitable products and services.
- Collaborate with the agent to set and achieve marketing objectives.
- Exhibit a strong work ethic with unwavering dedication to daily success.
- Partner with your agency's team to foster enduring customer relationships.
REQUIREMENTS:
- Active Personal Lines license is mandatory.
- Demonstrated experience as a financial services representative.
- Proven history of achieving sales targets is preferred.
- Ability to effectively connect with clients.
- Strong numerical aptitude.
- Exceptional analytical, organizational, and problem-solving abilities.