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Financial Services Representative – State Farm Agent Team Member

Dan Miller - State Farm Agent

Lewisville, TX

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JOB DETAILS
SKILLS
Accounting, Analysis Skills, Calendar Management, Communication Skills, Customer Relations, Customer Support/Service, Customer Training, Economics, Finance, Financial Services, Insurance, Lead Generation, Marketing, Mathematics, Meet Sales Quota, Needs Assessment, Options Analysis, Organizational Skills, Problem Solving Skills, Product Marketing, Risk Management, Sales, Training/Teaching
LOCATION
Lewisville, TX
POSTED
30+ days ago
Benefits:
  • Flexible schedule
  • Paid time off
  • Bonus based on performance
  • Competitive salary
  • Opportunity for advancement
  • Training & development

ROLE DESCRIPTION:
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.
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.
  • 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
SCHEDULE: We understand everyone’s schedule is different. That’s why we offer the option to work either five 8-hour days or four 10-hour days - giving you flexibility to choose what works best for you.

Flexible work from home options available.

About the Company

D

Dan Miller - State Farm Agent

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