Financial Services Representative State Farm Agent Team Member
5 days ago
Role Description
As a Financial Services Representative with James Winter - State Farm Agent, you will be responsible for marketing financial products that manage everyday risks. Your proficient knowledge of financial products will enable you to educate customers on their financial options effectively.
Responsibilities:
- Use a customer-focused 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.
Qualifications:
- Must be able to obtain relevant financial service licenses.
- Proficiency in Microsoft Office applications.
- Strong mathematical skills.
- Excellent analytical, organizational, and problem-solving skills.
- Effective communication skills.
- Exceptional customer service skills.
- A successful track record of meeting sales goals is preferred.
Benefits:
- 401k
- Base salary plus heavy commission/bonus
- $250/month Health stipend
- Paid time off (vacation and personal/sick days)
- Flexible hours
- Growth potential and opportunity for advancement within the agency
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