Financial Services Representative

1 day ago


Mason, Ohio, United States Andy McMahon - State Farm Agent Full time
Job Opportunity

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

Key Responsibilities
  • Use a customer-focused approach to educate customers about insurance options and develop leads to schedule appointments.
  • Work with the agent to establish and meet marketing goals, identifying customer needs and marketing appropriate products and services.
Requirements
  • Must possess relevant financial service licenses (Series 6/63/65).
  • Sound knowledge of financial legislation and proficiency in Microsoft Office applications.
  • Strong mathematical skills, excellent analytical, organizational, and problem-solving skills.
  • Effective communication skills, exceptional customer service skills, and a successful track record of meeting sales goals/quotas.
Benefits
  • Competitive salary plus commission/bonus, paid time off (vacation and personal/sick days), and flexible hours.
  • Growth potential/Opportunity for advancement within the agency, hiring bonus, and excellent compensation package.
  • Paid lunches and team year-end retreat, monthly and quarterly bonuses.


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