Financial Services Representative

3 weeks ago


Augusta, Maine, United States Matthew Davidson - State Farm Agent Full time

ROLE DESCRIPTION:

As a Financial Account Representative with Matthew Davidson - State Farm Agent, you will successfully market 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.

QUALIFICATIONS:

  • Bachelor's degree in finance, economics, accounting, or a related field.
  • 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.

BENEFITS:

  • Salary plus commission/bonus.
  • Paid time off (vacation and personal/sick days).
  • Growth potential/Opportunity for advancement within my office.

Compensation:

$35, $60,000.00 per year

We are a busy office looking for our next great team member. We are an established, growth-oriented agency with a team of highly motivated individuals. We take pride in using our years of valuable experience to mentor individual team members and prepare them for successful careers.

If you want to work in an environment that is fun, challenging, and rewarding, then Matthew Davidson - State Farm Agent may be the right fit for you. If you're willing to work hard and you expect to get results from yourself and those around you, we want to meet you and talk about the opportunity we have for you.

If you are self-motivated, possess an entrepreneurial spirit and have a desire to win and achieve results, please consider joining our team.

About Our Agency

Our mission is to help people manage the risks of everyday life, recover from the unexpected and realize their dreams.

We help customers with their insurance and financial services needs, including Auto Insurance, Home Insurance, Life Insurance, Retirement Planning, Business Insurance, College Planning, Health Insurance, and Renters Insurance.

We currently have 2 team members at our agency. We have 17 years of combined insurance experience in our office. Our agency has received awards including: Ambassador Travel, Legion of Honor, and Bronze Tablet

We look forward to speaking with you



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