- 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.
- 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.
- Bilingual Spanish
- Paid time off (vacation and personal/sick days)
- Profit sharing
- Growth potential/Opportunity for advancement within my office
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Financial Account Representative State Farm Agent Team Member - West Dundee, United States - John Sutton - State Farm Agent
Description
Job Description
Job DescriptionROLE DESCRIPTION:As a Financial Account Representative State Farm Agent Team Member with John Sutton - 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:
Mon-Wed 9AM-6PM, Thurs 10:30AM - 6PM, Fri 9AM - 5:30PM