Financial Services Representative State Farm Agent Team Member

Peter Weidinger - State Farm Agent

Fort Lauderdale, FL, US

Full-time

Job Description

Benefits :

401(k) matching
Competitive salary
Opportunity for advancement
Training & development

ROLE DESCRIPTION :

As a Financial Services Representative with the Peter Weidinger Ins Agency, 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
Bilingual - Spanish preferred

BENEFITS :

Salary plus commission / bonus
Paid time off (vacation and personal / sick days)
Retirement Benefits
Group Life Insurance
Growth potential / Opportunity for advancement within my office

2 days ago

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