What are the responsibilities and job description for the Financial Services Representative position at Mae Trongkamsataya - State Farm Agent?
Financial Account Representative Role
As a Financial Account Representative with Mae Trongkamsataya - State Farm Agent, you will play a crucial role in marketing financial products that manage everyday risks. Your expertise in financial products will enable you to provide sales-minded and consultative guidance to customers on their financial options. Your analytical skills will make you a valuable resource to customers and a competitive addition to our 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:
- Previous sales experience is a plus.
- Money motivated.
- Competitive.
- Coachable.
- A desire to get better every day.
Benefits:
- Salary plus commission/bonus.
- Paid time off (vacation and personal/sick days).
- Growth potential/opportunity for advancement within my office.
Our team's mission is to help people manage the risks of everyday life, recover from the unexpected, and realize their dreams. We are located in Morton Grove, IL, and help customers with their insurance and financial services needs, including:
- Auto insurance.
- Home insurance.
- Life insurance.
- Retirement planning.
