Financial Services Representative State Farm Agent Team Member
4 months ago
- 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.
- 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
- Hourly plus commission/bonus
- Paid time off (vacation and personal/sick days)
- 401K
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