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Financial Services Representative State Farm Agent Team Member

2 months ago

Clearfield, Pennsylvania, United States Lindsie Wisor - State Farm Agent Full time
Job Overview

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

Key Responsibilities
  • Customer Education: Use a customer-focused, needs-based review process to educate customers about insurance options and provide them with expert advice.
  • Marketing and Sales: Work with the agent to establish and meet marketing goals, develop leads, schedule appointments, identify customer needs, and market appropriate products and services.
Requirements
  • Licenses and Certifications: Must be able to obtain relevant financial service licenses.
  • Technical Skills: Proficiency in Microsoft Office applications.
  • Analytical and Problem-Solving Skills: Strong mathematical skills, excellent analytical, organizational, and problem-solving skills.
  • Communication and Customer Service Skills: Effective communication skills, exceptional customer service skills.
  • Sales Performance: Successful track record of meeting sales goals/quotas preferred.
Benefits
  • Compensation: Hourly plus commission/bonus.
  • Time Off: Paid time off (vacation and personal/sick days).
  • Insurance Benefits: Life Insurance and Disability Insurance benefits.
  • Career Advancement: Growth potential/Opportunity for advancement within my office.