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Financial Services Representative State Farm Agent Team Member

4 months ago


Pullman, United States David Christy - State Farm Agent Full time
Job DescriptionJob DescriptionROLE DESCRIPTION:
As a Financial Services Representative State Farm Agent Team Member with David Christy - 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 currently hold relevant financial service licenses (Series 6/63/65).
  • Proven experience working as a financial services representative.
  • Sound knowledge of financial services.
  • Excellent analytical, organizational, and problem-solving skills.
  • Effective communication skills.
  • Exceptional customer service skills.
  • Successful track record of meeting sales goals/quotas preferred
BENEFITS:
  • Salary plus commission/bonus
  • 401k
  • Paid time off (vacation and personal/sick days)
  • Health benefits
  • Flexible hours
  • Growth potential/Opportunity for advancement within my office
  • Hiring Bonus