Financial Services Representative

Purpose\n To assist in the marketing of State Farm life, health, banking, mutual fund products and other financial services products (hereafter referred to as financial services), as an employee of a State Farm independent contractor agent.\n \n EXPERIENCE AND KNOWLEDGE \n \n\n Experience in a variety of computer applications, particularly Windows applications, desirable\n\n\n Demonstrated leadership skills preferred\n\n\n Experience in marketing and customer service desirable\n\n\n Knowledge of the following is desirable: life, health, bank, and/or mutual fund products\n\n \n SKILLS/ ABILITIES \n \n\n Ability to become fully licensed to market Sate Farm financial services products, including life, health, bank and mutual funds.\n\n\n Ability to present and solicit financial services products to potential and existing clients\n\n\n Ability to conduct needs based marketing interviews with potential and existing clients\n\n\n Ability to explain complex financial issues in understandable terms\n\n\n Ability to effectively relate to customers\n\n\n Strong listening, oral, and written communications skills\n\n\n Ability to take initiative and act effectively both individually and as a member of a team without direction\n\n\n Ability to create and maintain professional business relationships with prospects, policyholders, co-workers, and associates within the State Farm organization\n\n\n Ability to learn and become proficient with various computer applications\n\n\n Ability to adapt to changing market conditions and a dynamic work environment\n\n\n Ability to pay close attention to detail and accuracy\n\n\n Ability to handle multiple tasks and maintain strong organizational skills\n\n\n Ability to meet deadlines and work under pressure\n\n \n JOB RELATED TRAINING COURSES, LICENSING AND PROGRAMS \n \n\n Successfully complete and maintain all state, federal and State Farm requirements – including licensing and securities registration - to market and service designated State Farm products and services\n\n\n Remain current in all product changes and technical developments, and participate in company and industry training sessions as required\n\n\n Complete training as required, including Compliance and Information Security Awareness\n\n\n Remain current in all Continuing Education (CE) courses as required\n\n \n DUTIES AND RESPONSIBILITIES \n \n\n Maintain licenses and/or registrations to market State Farm products, as requested\n\n\n Assist in developing a financial services marketing plan for the agency\n\n\n Develop qualified leads and set appointments for financial services products\n\n\n Create and facilitate financial services product presentations to potential and existing clients\n\n\n Conduct needs based marketing interviews within the agent’s office or client’s home or business\n\n\n Utilize agency and State Farm computer applications, as required and available\n\n\n Accurately prepare forms, policies, endorsements when required\n\n\n Follow up with customers and keep the agent informed\n\n\n Provide prompt, professional customer service\n\n\n Participate in training and team meetings as requested\n\n\n Perform other related duties as assigned by the agent\n\n \n ITEMS TO NOTE \n \n\n Position may require irregular hours on a frequent basis\n\n\n Position may require travel to other State Farm locations as well as to clients’ homes or businesses\n\n \n \n \n