Financial Services Pro - Insurance & Wealth Growth

State Farm; Wayne (PA); Sur place; USD 35 000 - 65 000; Plein temps

Avantages offerts par ce poste

Salary plus commission/bonus

Paid time off (vacation and personal/sick days)

Profit sharing

Growth potential/Opportunity for advancement

Résumé du poste

A leading financial services provider is seeking a Financial Representative to market products and provide customer education in Wayne, PA. The ideal candidate will have a Bachelor's degree in finance or a related field, along with strong analytical and mathematical skills. Responsibilities include educating customers about financial options and working with the agent to drive sales. The compensation includes a salary plus commission, with opportunities for growth within the agency.

Qualifications

• Must be able to obtain relevant financial service licenses.
• Proven experience as a financial services representative.
• Sound knowledge of financial legislation.

Responsabilités

• Educate customers about insurance options through a needs-based review process.
• Establish and meet marketing goals with the agent.
• Develop leads, schedule appointments, and identify customer needs.

Connaissances

Strong mathematical skills

Excellent analytical skills

Organizational skills

Problem-solving skills

Proficiency in Microsoft Office

Formation

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

Description du poste

A leading financial services provider is seeking a Financial Representative to market products and provide customer education in Wayne, PA. The ideal candidate will have a Bachelor's degree in finance or a related field, along with strong analytical and mathematical skills. Responsibilities include educating customers about financial options and working with the agent to drive sales. The compensation includes a salary plus commission, with opportunities for growth within the agency.