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Financial Services Representative State Farm Agent Team Member
Lad Drago - State Farm Agent
Daphne, AL | Full Time
$74k-95k (estimate)
6 Days Ago
Account Representative - State Farm Agent Team Member
Joshua Lankford - State Farm Agent
Daphne, AL | Full Time
$36k-46k (estimate)
3 Months Ago
Financial Services Representative State Farm Agent Team Member
Lad Drago - State Farm Agent Daphne, AL
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$74k-95k (estimate)
Full Time 6 Days Ago
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Lad Drago - State Farm Agent is Hiring a Financial Services Representative State Farm Agent Team Member Near Daphne, AL

Job Description

Job Description
Benefits:
  • 401(k)
  • Bonus based on performance
  • Competitive salary
  • Paid time off
  • Training & development
ROLE DESCRIPTION: As a Financial Services Representative with Lad Drago Ins & Fin Svcs Inc., 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.
  • Must be able to obtain relevant financial service licenses.
  • Proven experience working as a financial services representative in the investment field preferred.
  • Sound knowledge of financial legislation.
  • Experience in sales of 401k and small business retirement plans preferred.
  • 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.
  • Current, active Securities License strongly 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

Job Summary

JOB TYPE

Full Time

SALARY

$74k-95k (estimate)

POST DATE

05/02/2024

EXPIRATION DATE

05/15/2024

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