Personal Finance Advisor developing strategies to help clients achieve their financial goals. Managing relationships and advising on investments, loans, and insurance products in Canada.
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Hybrid Financial Services Representative
Posted 4 days ago
About the role
- Financial Services Representative assisting clients with insurance options and providing exceptional customer service. Join a growth-oriented team with flexible work options at State Farm Agent.
Responsibilities
- Use a customer-focused, needs-based review process to educate customers about insurance options.
- Develop leads, schedule appointments, identify customer needs, and market appropriate products and services.
- Maintain a strong work ethic with a total commitment to success each and every day.
Requirements
- Sales experience (outside sales or inside sales representative, retail sales associate, or telemarketing) preferred
- Successful track record of meeting sales goals/quotas preferred
- Excellent communication skills - written, verbal and listening
- Enthusiastic about the role insurance and financial products play in helping people manage the risks of everyday life, recover from the unexpected, and realize their dreams
- Self-motivated
- Pride in getting work done accurately and timely
- Ability to work in a team environment
- Ability to multi-task
- Ability to make presentations to potential customers
- Property and Casualty license (must have currently)
- Life and Health license (must be able to obtain)
- Bachelor's degree preferred
Benefits
- Group Life Insurance
- 401K
- Salary plus commission/bonus
- Health benefits
- Paid time off (vacation and personal/sick days)
- Valuable experience
- Growth potential/Opportunity for advancement within my agency
- Signing Bonus up to $1,000
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