What are the responsibilities and job description for the Financial Account Representative – State Farm Agent Team Member position at Christian Becker - State Farm Agent?
Benefits:
- 401(k)
- 401(k) matching
- Bonus based on performance
- Competitive salary
- Flexible schedule
- Paid time off
- Training & development
- Salary plus commission/bonus
- Growth potential/Opportunity for advancement within my office
- No Weekends
- Family Friendly Work Environment
ROLE DESCRIPTION:
As a Financial Account Representative – State Farm Agent Team Member with Christian Becker - State Farm Agent, 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:
As a Financial Account Representative – State Farm Agent Team Member with Christian Becker - State Farm Agent, 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:
- Must be able to obtain relevant financial service licenses (We will help you get all required 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