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The Colony

    Financial Services Representative State Farm Agent Team Member - The Colony, United States - Brent Holtz - State Farm Agent

    Brent Holtz - State Farm Agent
    Brent Holtz - State Farm Agent The Colony, United States

    3 days ago

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    Description

    Job Description

    Job DescriptionROLE DESCRIPTION:
    As a Financial Services Representative State Farm Agent Team Member with Brent Holtz - 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.
    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
    BENEFITS:
    • Salary plus commission/bonus
    • Paid time off (vacation and personal/sick days)
    • Health benefits
    • Profit sharing
    • Growth potential/Opportunity for advancement within my office
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