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Financial Services Representative – State Farm Agent Team Member

4 months ago

Dubuque, United States Lane Madsen - State Farm Agent Full time
Benefits:
  • Bonus based on performance
  • Competitive salary
  • Flexible schedule
  • Paid time off
  • Training & development

ROLE DESCRIPTION:
As a  Financial Services Representative with Lane Madsen State Farm, you will successfully market the financial products that manage everyday risks. Your proficient knowledge of financial products reinforces your sales-minded and consultative approach to educating customers on their financial options. Your analytical precision makes you an invaluable resource to customers and a competitive addition to a successful agency.

RESPONSIBILITIES:
  • Use a customer-focused, needs-based review process to educate customers about insurance options.
  • Work with the agent to establish agency and personal goals
  • Develop leads, schedule appointments, identify customer needs, and market appropriate products and services.
QUALIFICATIONS:
  • Must be able to obtain relevant financial service licenses.
  • Proven experience working as a financial services representative (desired but not required).
  • Proficiency in Microsoft Office applications.
  • Strong mathematical skills.
  • Excellent organizational and problem-solving skills.
  • Effective communication skills.
  • Exceptional customer service skills.
  • Successful track record of meeting sales goals/quotas preferred (desired but not required).
BENEFITS:
  • Salary plus commission/bonus
  • Paid time off (vacation and personal/sick days)
  • Profit sharing potential
  • Growth potential/Opportunity for advancement within my office