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Financial Services Representative

4 months ago

Irving, United States Ron Mathai - State Farm Agent Full time

**Benefits**:

- 401(k) matching
- Bonus based on performance
- Company parties
- Competitive salary
- Dental insurance
- Free food & snacks
- Health insurance
- Opportunity for advancement
- Paid time off
- Parental leave
- Profit sharing
- Training & development
- Tuition assistance
- Vision insurance
- Wellness resources

**ROLE DESCRIPTION**:
As a Financial Services Representative - State Farm Agent Team Member with Ron Mathai - 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 Texas General Lines Life and Health License (training and exam sponsored by Agency)
- Proven experience working as a financial services representative.
- Effective communication skills.
- Exceptional customer service skills.
- Comfortable with conducting virtual meetings with customers
- Successful track record of meeting sales goals/quotas preferred

**BENEFITS**:

- Salary plus commission/bonus
- Paid time off (vacation and personal/sick days)
- Health benefits
- Profit sharing
- Growth potential/Opportunity for advancement within my office

Flexible work from home options available.