Financial Services Representative State Farm Agent Team Member

1 month ago


Katy, Texas, United States ADE OYEJOBI - State Farm Agent Full time
Job Overview

We are seeking a highly skilled Financial Services Representative to join our State Farm Agent team at ADE OYEJOBI - State Farm Agent. As a key member of our team, you will play a crucial role in marketing and selling financial products that manage everyday risks.

Key Responsibilities
  • Utilize a customer-focused, needs-based review process to educate customers about insurance options.
  • Collaborate with the agent to establish and meet marketing goals.
  • Develop leads, schedule appointments, identify customer needs, and market appropriate products and services.
Requirements
  • Bachelor's degree in finance, economics, accounting, or a related field.
  • Ability 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.
  • Bilingual, English/Spanish required.
Benefits
  • Salary plus commission/bonus.
  • Paid time off (vacation and personal/sick days).
  • Health benefits.
  • Profit sharing.
  • Growth potential/Opportunity for advancement within my office.


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