ROLE DESCRIPTION :

As a financial service representative with Kari Bird State Farm, 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.

QUALIFICATIONS :

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

Last updated : 2024-04-24