- 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 preferred
- Must be able to obtain relevant financial service licenses (I will help you with this)
- Proven experience working as a financial services representative preferred
- Excellent analytical, organizational, and problem-solving skills.
- Effective communication skills.
- Successful track record of meeting sales goals/quotas preferred
- Salary plus commission/bonus
- Paid time off (vacation and personal/sick days)
- Health benefits
- Retirement benefits
- Growth potential/Opportunity for advancement within my office
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Financial Account Representative State Farm Agent Team Member - Portland, United States - Kristin Staropoli - State Farm Agent
Description
Job Description
Job DescriptionROLE DESCRIPTION:As a Financial Account Representative State Farm Agent Team Member with Kristin Staropoli - 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: