Financial Services Representative - State Farm Agent Team Member

Ivan Cosme - State Farm Agent

San Antonio, TX

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JOB DETAILS

SKILLS

Analysis Skills, Calendar Management, Communication Skills, Customer Relations, Customer Support/Service, Customer Training, Financial Services, Insurance, Lead Generation, Marketing, Mathematics, Meet Sales Quota, Multilingual, Needs Assessment, Options Analysis, Organizational Skills, Problem Solving Skills, Product Marketing, Reimbursement, Risk Management, Sales, Spanish Language

LOCATION

San Antonio, TX

POSTED

30+ days ago

ROLE DESCRIPTION:
As a Financial Services Representative - State Farm Agent Team Member with Ivan Cosme - State Farm Agent, 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:

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)
Flexible hours
Growth potential/Opportunity for advancement within my agency
License reimbursement

Financial Services Representative - State Farm Agent Team Member

Ivan Cosme - State Farm Agent

San Antonio, TX

About the Company

Ivan Cosme - State Farm Agent

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