Financial Services Representative - Emory, United States - Toni Threadgill - State Farm Agent

Mark Lane

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Mark Lane

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Description

Benefits:


  • 401(k) matching
  • Dental insurance
  • Health insurance
  • Opportunity for advancement
  • Paid time off
  • Training & development
  • Vision insurance

ROLE DESCRIPTION:


As a Financial Services Representative - State Farm Agent Team Member with Toni Threadgill - 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 customerfocused, needsbased 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.
  • Strong mathematical skills.
  • Excellent analytical, organizational, and problemsolving 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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