Financial Services Representative

2 days ago


Lakewood, Ohio, United States Lindsay Perrico - State Farm Agent Full time
Financial Services Position Overview

We are seeking a highly motivated and customer-focused professional to join our team as a Financial Services Representative. As a key member of our State Farm Agent team, you will play a vital role in helping our customers achieve their financial goals and protect their assets.

Responsibilities:
  • Provide exceptional customer service, responding to inquiries and resolving issues in a timely and professional manner.
  • Use a customer-centric approach to educate customers about insurance options and provide personalized recommendations.
  • Work collaboratively with our agent to establish and meet marketing goals, develop leads, and schedule appointments.
  • Market and sell insurance products and services to customers, identifying their needs and providing solutions.
Requirements:
  • Previous sales experience, preferably in an insurance or financial services environment.
  • Excellent communication and interpersonal skills, with the ability to build strong relationships with customers and colleagues.
  • Self-motivated and results-driven, with a strong work ethic and a desire to succeed.
  • Ability to work in a fast-paced environment and adapt to changing priorities.
  • Property and Casualty license (must be currently held) and Life and Health license (must be able to obtain).
What We Offer:
  • Competitive hourly pay and commission/bonus structure.
  • Paid time off (vacation and personal/sick days).
  • Opportunities for growth and advancement within our agency.
  • A dynamic and supportive work environment, with a team of highly motivated individuals.

We are an established, growth-oriented agency with a strong commitment to our customers and our community. If you are a motivated and customer-focused professional looking for a rewarding career in financial services, we encourage you to apply.



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