Financial Services Consultant State Farm Agency Team Member

4 days ago


Arlington, Virginia, United States Jose Herrera - State Farm Agent Full time
Job Opportunity
As a Financial Services Representative State Farm Agent Team Member with Jose Herrera - State Farm Agent, you will play a vital role in marketing financial products that manage everyday risks. Your expert knowledge of financial services will reinforce your sales-oriented approach to educating customers on their financial options. Your analytical precision makes you an invaluable resource to customers and a competitive addition to our successful agency.

Responsibilities:
  • Utilize a customer-centric review process to educate customers about insurance/financial 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.
  • Must be able to obtain relevant financial service licenses (Life, Series 6/63/65, SIE).
  • Strong understanding of financial legislation.
  • Proficiency in Microsoft Office applications.
  • Excellent analytical, organizational, and problem-solving skills.
  • Effective communication skills.
  • Exceptional customer service skills.

Benefits:
  • Estimated salary: $60,000 - $80,000 per year, plus commission/bonus.
  • Paid time off (vacation and personal/sick days).
  • Growth potential/opportunity for advancement within our office.

Flexible work-from-home options available.



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