What are the responsibilities and job description for the Financial Representative – State Farm Agent Team Member position at Michael Nelson - State Farm Agent?
Benefits : 401(k) Dental insurance Health insurance Vision insurance
ROLE DESCRIPTION :
As a Financial Representative – State Farm Agent Team Member with Michael Nelson - 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.
- 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
- Salary plus commission / bonus
- Paid time off (vacation and personal / sick days)
- Health benefits
- Profit sharing
- Growth potential / Opportunity for advancement within my office
QUALIFICATIONS :
BENEFITS :
Salary : $40,000 - $75,000
