Financial Services Rep: Licensing & Growth Path

Vicky Chen - State Farm Agent; Chino Hills (CA); Presencial; USD 32 000 - 36 000; Tempo integral

Vantagens oferecidas por esta oferta de emprego

Free food

Uniforms

Health insurance

Advancement opportunities

Paid time off

Signing bonus

Training & development

Vision insurance

401(k)

Performance bonus

Competitive salary

Dental insurance

Employee discounts

Resumo da oferta

Vicky Chen - State Farm Agent is seeking a motivated Financial Services Representative to help clients protect what matters most and achieve their financial goals. This role emphasizes relationship building, needs analysis, and ongoing customer education in the financial services space.

No previous insurance experience is required; licensing support and training are provided to help you grow within a supportive agency environment.

Qualificações

• Strong communication and interpersonal skills.
• Positive attitude and willingness to learn.
• Comfortable speaking with customers by phone and in person.
• Organized and dependable.
• Coachable and growth-oriented.
• Bilingual skills welcomed but not required.

Responsabilidades

• Build and maintain strong customer relationships
• Conduct customer reviews and identify client needs
• Follow up with leads and existing customers
• Educate customers about insurance and financial service products
• Maintain accurate customer records and follow-up activities
• Participate in ongoing training and professional development

Conhecimentos

Communication skills

Positive attitude

Customer communication

Organized

Coachable

Bilingual helpful

Descrição da oferta de emprego

Vicky Chen - State Farm Agent is seeking a motivated Financial Services Representative to help clients protect what matters most and achieve their financial goals. This role emphasizes relationship building, needs analysis, and ongoing customer education in the financial services space.

No previous insurance experience is required; licensing support and training are provided to help you grow within a supportive agency environment.