Customer Financial Solutions Expert

3 days ago


Decatur, Alabama, United States Patrick Johnson - State Farm Agent Full time

In this exciting role as a Customer Financial Solutions Expert at Patrick Johnson - State Farm Agent, you will play a crucial part in helping customers manage everyday risks. With your expert knowledge of financial products and a sales-minded approach, you will educate customers on their financial options and provide them with tailored solutions.

You will work closely with the agent to establish and meet marketing goals, developing leads, scheduling appointments, identifying customer needs, and marketing appropriate products and services. To succeed in this role, you must have a Bachelor's degree in finance, economics, accounting, or a related field, and be able to obtain relevant financial service licenses.

This is a rewarding career opportunity offering a competitive salary of $70,000 per year, plus commission/bonus. You will also benefit from paid time off (vacation and personal/sick days), health benefits, profit sharing, and growth potential/Opportunity for advancement within my office.

We are seeking individuals with a strong background in financial legislation, proficiency in Microsoft Office applications, excellent analytical, organizational, and problem-solving skills, and effective communication skills. A proven track record of meeting sales goals/quotas is highly desirable.



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