What are the responsibilities and job description for the Financial Services Professional position at Michelle L Kreeger, State Farm Agent?
Company Description
Michelle L. Kreeger, State Farm Agent in Harrisburg, PA, focuses on personalized car insurance, home insurance, life insurance, renters insurance, and financial services. The agency offers cost-effective solutions tailored to meet individual and family needs. Clients can easily schedule appointments to review their financial goals and insurance needs online.
Job Summary
As a Financial Services Representative, 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
Requirements
Must currently hold financial service licenses (Series 6 / 63)
Must hold a current PA Life & Health Insurance License
Proven experience working as a financial services representative.
Sound knowledge of financial services.
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
Retirement Plan
Paid time off (vacation and personal / sick days)
Health benefits
Flexible hours
- Growth potential / Opportunity for advancement within the office (e.g., Insurance Broker license) is a plus