Financial Services Representative

7 days ago


Houston, Texas, United States Tamara Thompson - State Farm Agent Full time
Job Opportunity

We are seeking a highly skilled Financial Services Representative to join our team at Tamara Thompson - State Farm Agent. As a key member of our agency, you will play a crucial role in marketing and selling financial products that manage everyday risks.

Key Responsibilities
  • Utilize a customer-focused approach to educate clients about insurance options and develop leads to drive sales growth.
  • Collaborate with the agent to establish and meet marketing goals, ensuring a strong presence in the market.
  • Identify customer needs and market appropriate products and services, providing exceptional customer service and support.
Requirements
  • Bachelor's degree in finance, economics, accounting, or a related field.
  • Ability to obtain relevant financial service licenses.
  • Proven experience working as a financial services representative, with a strong track record of meeting sales goals.
  • Sound knowledge of financial legislation and regulations.
  • Proficiency in Microsoft Office applications and strong analytical, organizational, and problem-solving skills.
  • Excellent communication and customer service skills, with a focus on building strong relationships with clients.
Benefits
  • Competitive hourly rate plus commission/bonus structure.
  • Paid time off (vacation and personal/sick days) and health benefits.
  • Profit sharing and opportunities for growth and advancement within the agency.


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