ROLE DESCRIPTION: As a Financial Services Representative – State Farm Agent Team Member with JOANNE DAUPHIN - State Farm Agent, you will successfully market the securities & financial products that manage everyday risks. Your proficient knowledge of securities & 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 securities licenses.
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
Numbers & Facts
Location
Pinellas Park, FL
Job Type
Full-time
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Skills
Analysis Skillsunmatched
Calendar Managementunmatched
Communication Skillsunmatched
Customer Relationsunmatched
Customer Support/Serviceunmatched
Customer Trainingunmatched
Financial Servicesunmatched
Health Insuranceunmatched
Insuranceunmatched
Lead Generationunmatched
Marketingunmatched
Mathematicsunmatched
Meet Sales Quotaunmatched
Needs Assessmentunmatched
Options Analysisunmatched
Organizational Skillsunmatched
Problem Solving Skillsunmatched
Risk Managementunmatched
Salesunmatched
Securitiesunmatched
Training/Teachingunmatched
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