Financial Services Representative State Farm Agent Team Member

4 weeks ago


Dallas, Texas, United States Raymond Scott - State Farm Agent Full time
Job Description

As a Financial Services Representative State Farm Agent Team Member with Raymond Scott - State Farm Agent, you will be responsible for marketing and selling financial products that manage everyday risks. Your knowledge of financial products will enable you to educate customers on their financial options and provide them with tailored solutions. Your analytical skills will make you a valuable resource to customers and a competitive addition to the agency.

Responsibilities
  • Use a customer-focused approach to educate customers about insurance options.
  • Work with the agent to establish and meet marketing goals.
  • Develop leads, schedule appointments, and market appropriate products and services.
Qualifications
  • Related career experience or a Bachelor's degree in finance, economics, accounting, or a related field.
  • Must be able to obtain relevant financial service licenses.
  • 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.
Benefits
  • Salary plus commission/bonus.
  • Paid time off (vacation and personal/sick days).
  • Health benefits.
  • Profit sharing.
  • Growth potential/Opportunity for advancement within the office.

Flexible work from home options available.



  • Dallas, Texas, United States Claudia Salas - State Farm Agent Full time

    Customer Service Representative - State Farm Agent Team MemberAre you a motivated and enthusiastic professional looking for a rewarding career in customer service? We are seeking a qualified Customer Service Representative to join our State Farm Agent team in Irving, Texas. As a key member of our team, you will be responsible for providing exceptional...


  • Dallas, Texas, United States Alex Prado - State Farm Agent Full time

    Job DescriptionAs a Customer Service Representative for Alex Prado - State Farm Agent, you will be responsible for establishing customer relationships and following up with customers as needed.ResponsibilitiesEstablish customer relationships and follow up with customers, as needed.What We OfferHourly pay plus commission/bonusPaid time off (vacation and...


  • Dallas, Texas, United States Imelda Mendoza - State Farm Agent Full time

    Job OverviewImelda Mendoza - State Farm Agent is seeking a highly motivated and customer-focused professional to join their team as a Customer Service Representative. This role is ideal for individuals who are passionate about delivering exceptional customer experiences and helping others achieve their goals.Key ResponsibilitiesEstablish and maintain strong...


  • Dallas, Texas, United States Claudia Salas - State Farm Agent Full time

    Job DescriptionAs a Telemarketer - State Farm Agent Team Member, you will play a crucial role in helping our business grow through value-based conversations and remarkable customer experiences. This position is ideal for a motivated self-starter who thrives in a fast-paced environment and is passionate about helping people manage the risks of everyday life,...


  • Dallas, Texas, United States John Jinuntuya - State Farm Agent Full time

    ROLE DESCRIPTION:As a Customer Service Representative - State Farm Agent Team Member with John Jinuntuya - State Farm Agent, you will be responsible for delivering exceptional client experiences that drive the growth of a successful insurance agency.Your attention to detail, customer service skills, and desire to help people make you an ideal fit for this...


  • Dallas, Texas, United States Amabilia Esparza - State Farm Agent Full time

    As a Telemarketer - State Farm Agent Team Member, you will play a crucial role in helping our business grow through value-based conversations and remarkable customer experiences. We are seeking a motivated and self-starting professional who thrives in a fast-paced environment and is enthusiastic about the role insurance and financial products play in helping...


  • Dallas, Texas, United States Amalia Briano - State Farm Agent Full time

    Job DescriptionAre you looking for a career that offers a sense of community and a chance to make a difference in people's lives? As a State Farm Agent Team Member, you will be part of a dynamic team that provides exceptional customer service and support to our clients.ResponsibilitiesProvide top-notch customer service to our clients, responding to their...


  • Dallas, Texas, United States Shanda Martin - State Farm Agent Full time

    Job OverviewWe are seeking a highly organized and detail-oriented individual to join our team as a Customer Service Representative. As a key member of our State Farm Agent team, you will be responsible for providing exceptional customer service and support to our clients.Key ResponsibilitiesManage appointment scheduling and office communicationsAssist with...


  • Dallas, Texas, United States Imelda Mendoza - State Farm Agent Full time

    Job DescriptionAs a Customer Service Representative for Imelda Mendoza - State Farm Agent, you will play a vital role in providing exceptional customer service and support to our clients. Your primary responsibility will be to establish and maintain strong relationships with customers, ensuring their needs are met and exceeded.Key ResponsibilitiesProvide...


  • Dallas, Texas, United States James Carr - State Farm Agent Full time

    h3Job Description/h3pAt James Carr - State Farm Agent, we are seeking a highly motivated and organized professional to join our team as an Intern - State Farm Agent Team Member. This role offers a unique opportunity to develop valuable skills and experience in a fast-paced environment./ph3Key Responsibilities/h3ulliEstablish and maintain strong customer...


  • Dallas, Texas, United States Amalia Briano - State Farm Agent Full time

    Job DescriptionJob DescriptionPosition OverviewWe are seeking a qualified professional to join our winning team as an Insurance Staff Position - State Farm Agent Team Member. This role offers an opportunity for a rewarding career with excellent income and growth potential.ResponsibilitiesEstablish customer relationships and follow up with customers, as...


  • Dallas, Texas, United States Nick Bolin - State Farm Agent Full time

    Position Overview:Are you a people person with a passion for helping others? Do you enjoy working in a fast-paced environment where no two days are ever the same? If so, we may have the perfect opportunity for you!As a State Farm Agent Team Member, you will be responsible for establishing and maintaining strong relationships with our customers, identifying...


  • Dallas, Texas, United States Raymond Scott - State Farm Agent Full time

    Job OverviewAs a State Farm Agent Team Member, you will play a vital role in helping customers manage the risks of everyday life, recover from the unexpected, and realize their dreams. Our team is comprised of results-oriented individuals who are serious about their development and committed to providing exceptional customer service.ResponsibilitiesEstablish...


  • Dallas, Texas, United States Yasmine Luevano - State Farm Agent Full time

    Job OverviewWe are seeking a highly motivated and results-driven Telemarketer to join our team at Yasmine Luevano Insurance Agency. As a Telemarketer, you will play a critical role in promoting our agency's growth and success by identifying and qualifying leads for our agents.Key ResponsibilitiesMake outbound calls to prospective clients to promote State...


  • Dallas, Texas, United States Kathy Wall - State Farm Agent Full time

    As a key member of Kathy Wall - State Farm Agent team, you will play a crucial role in building long-lasting customer relationships and driving business growth. Your expertise in insurance products and industry trends will enable you to communicate effectively with clients, identify their needs, and market products or services that maximize value.Establish...


  • Dallas, Texas, United States Andrew Case - State Farm Agent Full time

    Insurance Sales Representative OpportunityWe are seeking a highly motivated and customer-focused individual to join our team as an Insurance Sales Representative. As a representative, you will work closely with our State Farm Agent to build and develop customer relationships within the community, promoting State Farm products including auto, home, and life...


  • Dallas, Texas, United States Kathy Wall - State Farm Agent Full time

    Job Summary:We are seeking a highly motivated and customer-focused individual to join our team as a Customer Service Representative. As a key member of our team, you will be responsible for establishing and maintaining strong relationships with our customers, providing exceptional service, and promoting our insurance and financial services...


  • Dallas, Texas, United States Claudia Salas - State Farm Agent Full time

    Financial Services RepresentativeAre you a motivated and customer-focused individual looking for a rewarding career in financial services? We are seeking a Financial Services Representative to join our team at Claudia Salas - State Farm Agent. As a Financial Services Representative, you will play a key role in helping our customers manage the risks of...


  • Dallas, Texas, United States Alison Fourtner - State Farm Agent Full time

    Job OverviewAre you a people person with a passion for helping others? Do you enjoy working in a fast-paced environment where no two days are the same? If so, we may have the perfect opportunity for you!Key ResponsibilitiesBuild and maintain strong relationships with customers, providing them with exceptional service and support.Use a customer-focused...

  • Staff Assistant

    1 month ago


    Dallas, Texas, United States Raymond Scott - State Farm Agent Full time

    Job OverviewAs a Staff Assistant for our State Farm Agent team, you will play a vital role in helping our business grow through value-based conversations and remarkable customer experiences.Key ResponsibilitiesCollaborate with the agent to establish and meet marketing goals.Identify and support local community events in our market.Assist in managing the...