Financial Services Representative State Farm Agent Team Member

4 months ago


Ukiah, United States Jay Epstein - State Farm Agent Full time
Job DescriptionJob DescriptionBenefits:
  • 401(k) matching
  • Bonus based on performance
  • Flexible schedule
  • Paid time off

ROLE DESCRIPTION:
As a Financial Services Representative State Farm Agent Team Member with Jay Epstein - 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 and financial services 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:
  • Prefer Bachelor's degree in finance, economics, accounting, or a related field.
  • Must have relevant financial service licenses. Series 6, 63, 65, Life and Health
  • 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
BENEFITS:
  • Hourly plus commission/bonus
  • Paid time off (vacation and personal/sick days)
  • 401K



  • Ukiah, California, United States Jay Epstein - State Farm Agent Full time

    Job OverviewBenefits:401(k) matching programPerformance-based bonusesFlexible working hoursPaid time off for vacations and personal daysROLE SUMMARY:As a Financial Services Consultant with Jay Epstein - State Farm Agent, you will effectively promote financial solutions that address everyday risks. Your comprehensive understanding of financial products...


  • Ukiah, California, United States Jay Epstein - State Farm Agent Full time

    Job OverviewBenefits:401(k) matching programPerformance-based bonusesFlexible working hoursPaid time off for vacations and personal daysROLE SUMMARY:As a Financial Services Consultant at Jay Epstein - State Farm Agent, you will effectively promote financial solutions that address everyday risks. Your deep understanding of financial offerings will enhance...


  • Ukiah, California, United States Jay Epstein - State Farm Agent Full time

    Job OverviewBenefits:401(k) matching contributionsPerformance-based bonusesFlexible working hoursPaid leave optionsROLE SUMMARY:As a Financial Services Consultant at Jay Epstein - State Farm Agent, you will effectively promote financial solutions that address everyday risks. Your in-depth understanding of financial offerings enhances your consultative...


  • Ukiah, California, United States Jay Epstein - State Farm Agent Full time

    Job OverviewWe are seeking a highly skilled Financial Services Representative to join our team at Jay Epstein - State Farm Agent. As a key member of our team, you will play a crucial role in marketing and selling financial products that manage everyday risks.Key ResponsibilitiesUse a customer-focused approach to educate customers about insurance and...

  • Team Member

    2 weeks ago


    Ukiah, United States Our Team Full time

    Job SummaryWe are seeking a highly motivated and customer-focused Team Member to join our team at Our Team. As a Team Member, you will be responsible for delivering exceptional guest experiences by providing excellent service, preparing high-quality food, and maintaining a clean restaurant environment.Key ResponsibilitiesGuest Service: Greet and welcome...


  • Ukiah, California, United States Redwood Credit Union Full time

    About the RoleAs a Member Service Associate at Redwood Credit Union, you will play a critical role in providing exceptional service to our members, volunteers, internal employees, and service providers. This position requires a strong ability to build relationships, communicate effectively, and provide solutions to meet the needs of our members.Key...


  • Ukiah, California, United States Redwood Credit Union Full time

    About the RoleAs a Member Service Associate at Redwood Credit Union, you will play a critical role in providing exceptional service to our members, volunteers, employees, and service providers. This position requires a strong ability to build relationships, communicate effectively, and provide solutions to meet the needs of our members.Key...


  • Ukiah, United States Redwood Credit Union Full time

    At Redwood Credit Union we are on a journey to reimagine the way we do business, and we can't do it without you - our next great hire!Since 1950, Redwood Credit Union has been helping people reach their financial goals and dreams with a focus on helping others. As a not-for-profit financial institution, our passion is for helping our Members meet their...


  • Ukiah, United States Redwood Credit Union Full time

    At Redwood Credit Union we are on a journey to reimagine the way we do business, and we can't do it without you - our next great hire!Since 1950, Redwood Credit Union has been helping people reach their financial goals and dreams with a focus on helping others. As a not-for-profit financial institution, our passion is for helping our Members meet their...


  • Ukiah, United States Redwood Credit Union Full time

    At Redwood Credit Union we are on a journey to reimagine the way we do business, and we can't do it without you - our next great hire! Since 1950, Redwood Credit Union has been helping people reach their financial goals and dreams with a focus on helping others. As a not-for-profit financial institution, our passion is for helping our Members meet their...


  • Ukiah, California, United States Frontier Management (OR) Full time

    About the RoleWe are seeking a highly motivated and results-driven Financial Professional to join our team at Frontier Management (OR). As a Financial Professional, you will have the opportunity to work with a wide range of clients, helping them achieve their financial goals and objectives.Key ResponsibilitiesDevelop and implement personalized financial...


  • Ukiah, United States Drew Nicoll Real Estate Team Exp Realty Full time

    Job DescriptionJob DescriptionWe are a thriving real estate company seeking exceptional sales talent for our growing team. We are offering an exciting and prosperous commission-based compensation plan, benefits package, and a high-energy atmosphere with exceptional opportunities to learn and grow with us. If you’re an outstanding sales professional...


  • Ukiah, California, United States Redwood Credit Union Full time

    Join Our Team at Redwood Credit UnionAt Redwood Credit Union, we are committed to transforming the way we serve our community. Since our inception, we have dedicated ourselves to helping individuals achieve their financial aspirations while prioritizing the needs of our members.As a not-for-profit financial institution, our mission is to assist our members...


  • Ukiah, United States Mendocino Community Health Clinic Full time $21 - $24

    Job DescriptionJob DescriptionDescription:MCHC's Hillside Health Center in Ukiah, CA is currently seeking a Patient Services Representative (PSR) to join our team. As a PSR, you will play a vital role in ensuring that our patients receive the highest level of customer service during their visit to our health center. We are looking for a calm and...


  • Ukiah, United States Mendocino Community Health Clinic Full time

    Job Type Full-time Description MCHC's Hillside Health Center in Ukiah, CA is currently seeking a Patient Services Representative (PSR) to join our team. As a PSR, you will play a vital role in ensuring that our patients receive the highest level of customer service during their visit to our health center. We are looking for a calm and supportive individual...


  • Ukiah, United States Mendocino Community Health Clinic Full time

    Job Type Full-time Description MCHC's Hillside Health Center in Ukiah, CA is currently seeking a Patient Services Representative (PSR) to join our team. As a PSR, you will play a vital role in ensuring that our patients receive the highest level of customer service during their visit to our health center. We are looking for a calm and supportive individual...


  • Ukiah, United States Mendocino Community Health Clinic Full time

    Job Type Full-timeDescriptionMCHC's Hillside Health Center in Ukiah, CA is currently seeking a Patient Services Representative (PSR) to join our team. As a PSR, you will play a vital role in ensuring that our patients receive the highest level of customer service during their visit to our health center. We are looking for a calm and supportive individual who...


  • Ukiah, California, United States Wal-Mart Stores , Inc. Full time

    {"title": "Customer Service Representative", "content": "At Walmart, we're looking for a Customer Service Representative to join our team. As a key member of our store team, you'll play a major role in ensuring our customers have a positive experience when they visit our store. You'll be the first and last point of contact for many customers, so it's...


  • Ukiah, United States Government Jobs Full time

    Government Jobs **Job Summary** We are seeking a highly skilled Customer Service Team Lead to join our team at the City of Ukiah. As a key member of our utility services team, you will be responsible for performing collection activities and customer billing for our electric, water, sewer, garbage, and parking permit programs. **Key Responsibilities** *...


  • Ukiah, United States Government Jobs Full time

    Government Jobs **Job Summary** We are seeking a highly skilled Customer Service Team Lead to join our team at the City of Ukiah. As a key member of our utility services team, you will be responsible for performing collection activities and customer billing for our electric, water, sewer, garbage, and parking permit programs. **Key Responsibilities** *...