Insurance and Financial Services Professional

2 weeks ago


Gainesville, Florida, United States Ric Hansen - State Farm Agent Full time
Job Opportunity

We are seeking a highly skilled and motivated individual to join our team as an Insurance and Financial Services Position at Ric Hansen - State Farm Agent.

Role Description

As a key member of our team, you will be responsible for marketing and selling financial products that manage everyday risks. Your expertise in financial products will enable you to provide exceptional customer service and support, while your analytical skills will help you identify customer needs and develop effective solutions.

Responsibilities
  • Conduct customer-focused reviews to educate customers about insurance options and develop tailored solutions.
  • Collaborate with the agent to establish and meet marketing goals, ensuring a strong presence in the market.
  • Identify customer needs, develop leads, schedule appointments, and market appropriate products and services.
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.
  • Strong knowledge of financial legislation and regulations.
  • Proficiency in Microsoft Office applications.
  • Excellent analytical, organizational, and problem-solving skills.
  • Effective communication and customer service skills.
  • Successful track record of meeting sales goals/quotas preferred.
Benefits
  • Competitive salary plus commission/bonus structure.
  • Paid time off (vacation and personal/sick days).
  • Opportunities for growth and advancement within the agency.

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