Financial Services Pro - Insurance & Wealth Growth

State Farm; Wayne (PA); On-site; USD 35,000 - 65,000; Full time

Benefits offered by this job

Salary plus commission/bonus

Paid time off (vacation and personal/sick days)

Profit sharing

Growth potential/Opportunity for advancement

Job summary

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.

Responsibilities

• 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.

Skills

Strong mathematical skills

Excellent analytical skills

Organizational skills

Problem-solving skills

Proficiency in Microsoft Office

Education

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

Job description

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.