Financial Services Professional State Farm Agent Team Member
2 days ago
We are seeking a highly motivated Financial Services Representative to join our team at Jose Herrera - State Farm Agent. As a key member of our agency, you will be responsible for marketing and selling financial products that help customers manage everyday risks.
Estimated SalaryThe estimated salary for this position is between $60,000 to $100,000 per year, depending on experience and performance.
Key Responsibilities- Customer Focused Approach: Use a customer-centric review process to educate clients about insurance/financial options and provide tailored solutions to meet their needs.
- Marketing and Sales: Collaborate with the agent to establish and achieve marketing goals, develop leads, schedule appointments, and market appropriate products and services.
- Bachelor's Degree: A degree in finance, economics, accounting, or a related field is required.
- Licenses and Certifications: Must be able to obtain relevant financial service licenses (Life, Series 6/63/65, SIE).
- Skills and Qualifications: Sound knowledge of financial legislation, proficiency in Microsoft Office applications, strong mathematical skills, excellent analytical, organizational, and problem-solving skills, effective communication skills, and exceptional customer service skills.
- Salary and Commission: Competitive salary plus commission/bonus structure.
- Paid Time Off: Paid vacation and personal/sick days.
- Growth Opportunities: Potential for advancement within the agency.
Flexible work-from-home options available.
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