Financial Representative

3 weeks ago


Anaheim, California, United States Alex Mora - State Farm Agent Full time

Are you a motivated professional looking for a rewarding career with excellent income and growth potential? We seek an energetic individual interested in helping our business grow through value-based conversations and remarkable customer experience. As a Financial Representative - State Farm Agent Team Member, you will be responsible for establishing customer relationships and following up with customers, as needed. You will also use a customer-focused, needs-based review process to educate customers about insurance options.

  • Establish customer relationships and follow up with customers, as needed.
  • Use a customer-focused, needs-based review process to educate customers about insurance options.

As an Agent Team Member, you will receive:

  • 401(K) 4% match
  • Salary plus commission/bonus
  • Monday-Friday Fixed Schedule (8:30 am - 5:30 pm)
  • Paid time off (vacation and personal/sick days)
  • Paid Dental
  • Paid Vision
  • $300 a month for Health Insurance
  • Growth potential/Opportunity for advancement within my office

Requirements:

  • Sales experience (outside sales or inside sales representative, retail sales associate, or telemarketing) preferred
  • Successful track record of meeting sales goals/quotas preferred
  • Excellent interpersonal skills
  • Enthusiastic about the role insurance and financial products play in helping people manage the risks of everyday life, recover from the unexpected, and realize their dreams
  • Property and Casualty license (must be able to obtain)
  • Life and Health license (must be able to obtain)
  • Must be available to work the following schedule: 8:30 am to 5:30 pm M-F
  • Bachelor's degree preferred

We are an established, growth-oriented agency with a team of highly motivated individuals. We attribute our success to having a fun, energetic environment that is an enjoyable place to work. Our team works hard to reach our goals together as a team and have fun while we are doing it. Our team is comprised of results-oriented individuals that are serious about their development. We take pride in using our years of valuable experience to mentor individual team members and prepare them for successful careers.

About Our Agency:

  • We help customers with their insurance and financial services needs, including Auto Insurance, Home Insurance, Life Insurance, Retirement Planning, Business Insurance, College Planning, Health Insurance, and Renters Insurance.
  • We have 110 years of combined insurance experience in our office.
  • We have received awards including: President's Club, Chairman's Circle, Ambassador Travel, Legion of Honor, Million Dollar Round Table, Senior Vice President's Club, National Quality Award, Bronze Tablet, and New Agent Program Qualifier
  • Additional languages spoken: Spanish


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