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Financial Services Representative

1 month ago

Little Rock, Arkansas, United States Matt Mccarty - State Farm Agent Full time
Job OverviewAs a Financial Services Representative with Matt Mccarty - State Farm Agent, you will play a crucial role in marketing and selling financial products that manage everyday risks. Your expertise in financial products will enable you to provide customers with tailored solutions to their financial needs. Your analytical skills will make you an invaluable resource to customers and a competitive addition to our agency.

Key Responsibilities:
  • Conduct customer-focused reviews to educate customers about insurance options.
  • Collaborate with the agent to establish and meet marketing goals.
  • Develop leads, schedule appointments, and market appropriate products and services.
Requirements:
  • 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)
  • Health benefits
  • Profit sharing
  • Growth potential/Opportunity for advancement within our office