Financial Services Representative – State Farm Agent Team Member

4 months ago


La Marque, United States Ken Ross - State Farm Agent Full time
Benefits:
  • Competitive salary
  • Paid time off

Position Overview

Successful State Farm Agent is seeking a qualified professional to join their winning team for the role of Financial Services Representative – State Farm Agent Team Member. We seek an energetic professional interested in helping our business grow through value-based conversations and remarkable customer experience. If you are a motivated self starter who thrives in a fast-paced environment, then this is your opportunity for a rewarding career with excellent income and growth potential.

Responsibilities

  • Establish customer relationships and follow up with customers, as needed.
  • Provide prompt, accurate, and friendly customer service. Service can include responding to inquiries regarding insurance availability, eligibility, coverages, policy changes, transfers, claim submissions, and billing clarification.
  • Use a customer-focused, needs-based review process to educate customers about insurance options.
  • Develop leads, schedule appointments, identify customer needs, and market appropriate products and services.
  • Work with the agent to identify and support local community events in our market.
  • Maintain a strong work ethic with a total commitment to success each and every day.
As an Agent Team Member, you will receive...

  • Salary plus commission/bonus
  • Hourly pay plus commission/bonus
  • Paid time off (vacation and personal/sick days)
  • Flexible hours
  • Growth potential/Opportunity for advancement within my agency
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
  • Excellent communication skills - written, verbal and listening
  • 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
  • People-oriented
  • Organizational skills
  • Self-motivated
  • Detail oriented
  • Proactive in problem solving
  • Dedicated to customer service
  • Able to learn computer functions
  • Experience in a variety of computer applications, particularly Windows
  • Pride in getting work done accurately and timely
  • Ability to make presentations to potential customers
  • Provide timely and thorough activity reports to agent
  • Ability to conduct interviews in the office
  • Ability to conduct interviews in the office and in customer's home or business
  • Ability to assess customer needs and conduct effective interviews
  • Ability to effectively relate to a customer
  • Ability to execute a detailed business plan
  • Experience in marketing financial products
  • Knowledge of financial services products
  • Knowledge of life products
  • Knowledge of health products
  • Bilingual - Spanish preferred
  • Life and Health license (must have currently)
  • Position may require irregular working hours


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