Financial Services Representative

5 days ago


Indianapolis, Indiana, United States Simo Najib - State Farm Agent Full time
Position Overview

We are seeking a motivated and detail-oriented professional to join our team as a Financial Services Representative. This role is ideal for individuals interested in helping customers manage risks and achieve their financial goals through insurance and financial products.

Salary and Benefits

The estimated annual salary for this position is $50,000 - $80,000, depending on experience, plus commission and bonus opportunities. Additionally, you will receive health benefits, profit sharing, paid time off, and flexible hours.

Job Responsibilities

As a Financial Services Representative, your primary responsibilities will include:

  • Establishing and maintaining customer relationships through value-based conversations and exceptional customer service.
  • Providing prompt and accurate responses to customer inquiries regarding insurance availability, eligibility, coverages, policy changes, transfers, claim submissions, and billing clarification.
  • Using a customer-focused review process to educate customers about insurance options and help them make informed decisions.
  • Working with the agent to establish and meet marketing goals, develop leads, schedule appointments, and market appropriate products and services.
Required Skills and Qualifications

To be successful in this role, you will need:

  • Sales experience, preferably outside sales or inside sales representative, retail sales associate, or telemarketing.
  • A strong interest in marketing products and services based on customer needs.
  • Excellent communication skills, both written and verbal.
  • Enthusiasm for helping customers manage risks and achieve their financial goals.
  • Organizational skills and the ability to multitask.
  • Self-motivation and a strong work ethic.
  • Ability to work in a team environment and achieve mutually agreed-upon marketing goals.
Bilingual Preference

Spanish language proficiency is highly preferred for this role.

Licensing Requirements

You must currently hold a Property and Casualty license and be able to obtain a Life and Health license.



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