Financial Services Rep & Growth-Oriented Team Member

Chris McCoy - State Farm Agent; Scottsdale (AZ); On-site; USD 40,000 - 60,000; Full time

Benefits offered by this job

Bonus based on performance

Free food & snacks

Signing bonus

Training & development

Health benefits

Profit sharing

Paid time off (vacation and personal/sick days)

Growth potential/Opportunity for advancement within my office

Job summary

Chris McCoy - State Farm Agent in Scottsdale, Arizona, is seeking a Registered Representative to market financial products and educate customers on their options. The role requires a Bachelor's degree in finance or a related field, proficiency in Microsoft Office, and strong analytical skills. Responsibilities include establishing marketing goals, developing leads, and providing exceptional customer service. The position offers growth potential and a competitive salary plus commission, along with health benefits and paid time off.

Qualifications

• Must be able to obtain relevant financial service licenses.
• Proven experience working as a financial services representative.
• Sound knowledge of financial legislation.
• Successful track record of meeting sales goals/quotas preferred.

Responsibilities

• 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.

Skills

Excellent analytical, organizational, and problem-solving skills

Effective communication skills

Strong mathematical skills

Exceptional customer service skills

Education

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

Tools

Microsoft Office applications

Job description

Chris McCoy - State Farm Agent in Scottsdale, Arizona, is seeking a Registered Representative to market financial products and educate customers on their options. The role requires a Bachelor's degree in finance or a related field, proficiency in Microsoft Office, and strong analytical skills. Responsibilities include establishing marketing goals, developing leads, and providing exceptional customer service. The position offers growth potential and a competitive salary plus commission, along with health benefits and paid time off.