Financial Services Representative State Farm Agent Team Member

Job Description

Benefits:

Bonus based on performance

Competitive salary

Free food & snacks

Opportunity for advancement

Training & development

Paid time off

Company parties

ROLE DESCRIPTION:

As a Financial Services Representative State Farm Agent Team Member with Jose Herrera - State Farm Agent, 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/financial options.

Work with the agent to establish and meet marketing goals

Develop leads, schedule appointments, identify customer needs, and market appropriate products and services.QUALIFICATIONS:

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)

Sound knowledge of financial legislation.

Proficiency in Microsoft Office applications.

Strong mathematical skills.

Excellent analytical, organizational, and problem-solving skills.

Effective communication skills.

Exceptional customer service skills.

BENEFITS:

Salary plus commission/bonus

Paid time off (vacation and personal/sick days)

Growth potential/Opportunity for advancement within my office

Flexible work from home options available.

Full-time

Hybrid remote