Financial Services Advisor — Insurance & Investments

Tim Broyles - State Farm Agent; Eatonton (GA); Vor Ort; USD 40.000 - 60.000; Vollzeit

Benefits dieser Stelle

401(k) matching

Bonus based on performance

Competitive salary

Health insurance

Dental insurance

Vision insurance

Paid time off

Growth potential/Opportunity for advancement

Zusammenfassung

Tim Broyles - State Farm Agent in Eatonton, Georgia is seeking a Financial Services Representative who will be responsible for marketing financial products to manage everyday risks. The candidate should have a strong sales-minded approach and be capable of educating customers on their financial options.

The role involves developing leads and establishing marketing goals, while delivering exceptional customer service. Ideal candidates will possess strong analytical, organizational, and communication skills.

Qualifikationen

• 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.

Aufgaben

• 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.

Kenntnisse

Financial knowledge

Customer service

Sales skills

Analytical skills

Organizational skills

Communication skills

Ausbildung

Bachelor's degree in finance, economics, accounting, or a related field (preferred)

Tools

Microsoft Office

Jobbeschreibung

Tim Broyles - State Farm Agent in Eatonton, Georgia is seeking a Financial Services Representative who will be responsible for marketing financial products to manage everyday risks. The candidate should have a strong sales-minded approach and be capable of educating customers on their financial options.

The role involves developing leads and establishing marketing goals, while delivering exceptional customer service. Ideal candidates will possess strong analytical, organizational, and communication skills.