Insurance Product Specialist
4 days ago
Marcel Dore - State Farm Agent is seeking a highly motivated and experienced Financial Representative State Farm Agent Team Member to join our team. As a key member of our agency, you will be responsible for marketing financial products that manage everyday risks and providing expert advice to customers.
The ideal candidate will have a solid understanding of financial products and services, including insurance options, investment strategies, and retirement planning. You will use this knowledge to develop leads, schedule appointments, identify customer needs, and market appropriate products and services. Strong analytical precision and problem-solving skills are essential in this role, as well as excellent communication and customer service skills.
About the Role
Key Responsibilities include using a customer-focused, needs-based review process to educate customers about insurance options, working with the agent to establish and meet marketing goals, and developing leads and scheduling appointments. Additionally, you will work closely with our team to stay up-to-date on industry developments and best practices.
To be successful in this role, you will need a Bachelor's degree in finance, economics, accounting, or a related field, and be able to obtain relevant financial service licenses. A proven experience working as a financial services representative is also required. Furthermore, 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, and a successful track record of meeting sales goals/quotas are essential.
What We Offer
This role offers a salary plus commission/bonus structure, paid time off (vacation and personal/sick days), health benefits, profit sharing, and growth potential/Opportunity for advancement within our office. Estimated annual salary: $65,000 - $85,000 based on industry standards and location.
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