Financial Services Professional

7 days ago


Collierville, Tennessee, United States Zach Jaworski - State Farm Agent Full time
Job DescriptionJob Description

Benefits:
  • 401(k)
  • Competitive salary
  • Health insurance
  • Opportunity for advancement
  • Paid time off
  • Training & development


ROLE DESCRIPTION:

As a Financial Representative State Farm Agent Team Member with Zach Jaworski - State Farm Agent, you will successfully market the financial products that manage everyday risks. Your proficient knowledge of financial products reinforces your sales-minded and consultative approach to educating customers on their financial options. Your analytical precision makes you an invaluable resource to customers and a competitive addition to a successful agency.

Responsibilities:
  • Use a customer-focused, needs-based review process to educate customers about insurance options.
  • Work with the agent to establish and meet marketing goals
  • Develop leads, schedule appointments, identify customer needs, and market appropriate products and services.


Requirements:
  • Must be able to obtain relevant financial service licenses.
  • Proven experience working as a financial services representative.
  • Sound knowledge of financial legislation.
  • Proficiency in Microsoft Office applications.
  • Strong mathematical skills.
  • Excellent analytical, organizational, and problem-solving skills.
  • Effective communication skills.
  • Exceptional customer service skills.
  • Successful track record of meeting sales goals/quotas preferred


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