Senior Financial Services Representative
3 weeks ago
Ryan Scott - State Farm Agent is seeking a skilled Financial Account Representative to join their team. This is an exciting opportunity for individuals who are passionate about providing exceptional customer service and sales expertise.
Estimated Salary Range:$55,000 - $75,000 per year, depending on experience and performance.
Job DescriptionThe ideal candidate will be responsible for marketing financial products that manage everyday risks. This includes educating customers about insurance options using a customer-focused, needs-based review process. The selected individual will also work with the agent to establish and meet marketing goals, develop leads, schedule appointments, identify customer needs, and market appropriate products and services.
Key Responsibilities:- Use a customer-centric approach to educate customers about insurance options
- Collaborate with the agent to achieve marketing goals
- Identify customer needs and market suitable financial products
To be successful in this role, you must possess a Bachelor's degree in finance, economics, accounting, or a related field. Additionally, you must be able to obtain relevant financial service licenses and have proven experience working as a financial services representative.
- Bachelor's degree in finance, economics, accounting, or a related field
- Obtain relevant financial service licenses
- Proven experience as a financial services representative
Ryan Scott - State Farm Agent offers a competitive salary plus commission/bonus structure, paid time off, health benefits, profit sharing, and growth potential/Opportunity for advancement within the office.
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