Financial Services Specialist

3 weeks ago


Stockbridge, Georgia, United States Lisa Craddock - State Farm Agent Full time
About the Opportunity

We are seeking a Financial Services Specialist to join our team at Lisa Craddock - State Farm Agent. As a Financial Services Specialist, you will play a critical role in building and developing customer relationships to promote State Farm products, including auto, home, and life insurance.

In this role, you will use a customer-focused, needs-based review process to educate customers about insurance options. You will also work with the agent to establish and meet marketing goals, develop leads, schedule appointments, identify customer needs, and market appropriate products and services. To succeed in this role, you must be enthusiastic about the role insurance and financial products play in helping people manage the risks of everyday life.

We offer a competitive salary of approximately $55,000 per year, plus commission/bonus opportunities. Our benefits package includes hourly pay, health benefits, profit sharing, paid time off, flexible hours, and valuable experience. As an Agent Team Member, you will have the opportunity for growth potential and advancement within our agency.

Key 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.


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