Financial Services Rep: Growth, Bonus & 401(k) Match

Adeinsurance; Katy (TX); Hybrid; USD 40,000 - 60,000; Full time

Benefits offered by this job

Training & development

Bonus based on performance

Competitive salary

Opportunity for advancement

Paid time off

401(k) matching

Flexible schedule

Health benefits

Job summary

Ade Oyejobi - State Farm Agent is seeking a Financial Services Representative to market financial products that manage everyday risks and educate customers on their financial options. Your analytical precision will help you serve clients and contribute to a successful agency.

You will 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 related field.
• Must obtain relevant financial service licenses.
• Proven experience as a financial services representative.
• Knowledge of financial legislation.
• Proficiency with Microsoft Office.
• Strong mathematical skills.
• Analytical, organizational, and problem-solving abilities.
• Sales targets experience preferred.

Responsibilities

• Educate customers about insurance options using a needs-based review.
• Collaborate with the agent to meet marketing goals.
• Develop leads, schedule appointments, identify customer needs, and market products.

Skills

Analytical skills

Organizational skills

Problem-solving

Mathematical ability

Communication skills

Customer service

Sales skills

Education

Bachelor's degree in finance/economics/accounting

Tools

Microsoft Office

Job description

Ade Oyejobi - State Farm Agent is seeking a Financial Services Representative to market financial products that manage everyday risks and educate customers on their financial options. Your analytical precision will help you serve clients and contribute to a successful agency.

You will work with the agent to establish and meet marketing goals, develop leads, schedule appointments, identify customer needs, and market appropriate products and services.