Financial Services Representative – State Farm Agent Team Member

Renee Knepper - State Farm Agent; East Liverpool (OH); On-site; USD 45,000 - 75,000; Full time

Benefits offered by this job

Bonus based on performance

Competitive salary

Paid time off

Signing bonus

Training & development

Salary plus commission/bonus

Health benefits

Profit sharing

Growth potential

Job summary

A financial services agency in East Liverpool is seeking a Financial Service Representative to market financial products and educate customers on their options. The ideal candidate will have a bachelor's degree in finance or a related field and proven experience in financial services. This role offers a competitive salary plus commission, bonuses based on performance, and opportunities for advancement within the agency.

Qualifications

• Must be able to obtain relevant financial service licenses.
• Proven experience working as a financial services representative.
• Sound knowledge of financial legislation.
• Proven experience working as a financial services representative.
• Sound knowledge of financial legislation.
• Proficiency in Microsoft Office applications.
• Strong mathematical skills.
• Excellent analytical, organizational, and problem-solving skills.
• Effective communication skills.
• Exceptional customer service skills.
• Successful track record of meeting sales goals/quotas preferred

Responsibilities

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

Skills

Customer service skills

Analytical skills

Communication skills

Sales skills

Mathematical skills

Sales experience

Mathematical skills

Education

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

Tools

Microsoft Office applications

Job description

Role Description

As a financial service Representative with Knepper Ins. Agency Inc., you will successfully market the financial products that manage everyday risks. Your proficient knowledge of financial products reinforces your sales-minded and consultative approach to educating customers on their financial options. Your analytical precision makes you an invaluable resource to customers and a competitive addition to a successful agency.

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.

Qualifications

• Bachelor's degree in finance, economics, accounting, or a related field.
• Must be able to obtain relevant financial service licenses.
• Proven experience working as a financial services representative.
• Sound knowledge of financial legislation.
• Proficiency in Microsoft Office applications.
• Strong mathematical skills.
• Excellent analytical, organizational, and problem-solving skills.
• Effective communication skills.
• Exceptional customer service skills.
• Successful track record of meeting sales goals/quotas preferred

Benefits

• Bonus based on performance
• Competitive salary
• Paid time off
• Signing bonus
• Training & development
• Salary plus commission/bonus
• Health benefits
• Profit sharing
• Growth potential/Opportunity for advancement within my office