Financial Services Representative
1 month ago
At Bj Nagle - State Farm Agent, we're committed to providing exceptional service and comprehensive insurance solutions. As a Financial Services Representative, you'll play a vital role in helping families secure their financial future.
Key Responsibilities:
- Engage with customers to understand their financial needs and concerns.
- Conduct customer-first conversations to identify suitable insurance and financial options.
- Develop and present individualized life insurance plans.
- Educate customers on the benefits and features of various life insurance products.
- Build and maintain strong relationships with clients to ensure long-term satisfaction and trust.
- Follow up with customers to review their coverage and make necessary adjustments.
- Stay informed about industry trends, products, and regulations.
- Achieve sales goals and contribute to the overall success of the team.
Qualifications:
- Bachelor's degree in Finance, Business, or a related field (preferred but not required).
- Strong interpersonal and communication skills.
- Ability to build rapport and trust with clients.
- Detail-oriented with excellent organizational skills.
- Goal-driven and motivated to achieve sales targets.
- Prior experience in customer service, sales, or financial services is a plus.
- Insurance Licensing, ability to pass licensing exams if not already acquired
Benefits:
- Competitive salary with performance-based incentives.
- Comprehensive training and development programs.
- Opportunities for career growth and advancement.
- 401(k) retirement plan.
- Paid time off and holidays.
Why Choose Us?
- Join a reputable and growing insurance agency.
- Be part of a supportive and collaborative team.
- Opportunity to make a meaningful impact by helping families secure their future.
- Comprehensive training and continuous professional development.
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