Financial Account Representative State Farm Agent Team Member

Job Description

Benefits:

Health insurance

Opportunity for advancement

Paid time off

Training & development

ROLE DESCRIPTION:

As a Financial Account Representative with Peter Chai 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 preferredBENEFITS:

Salary plus commission/bonus

Paid time off (vacation and personal/sick days)

Health benefits

Growth potential/Opportunity for advancement within my office