Financial Services Representative - State Farm Agent Team Member

Anne Reeves - State Farm Agent

Job Description

Benefits:

Simple IRA
Competitive salary
Opportunity for advancement
Paid time off
Training & development
Health insurance
Bonus based on performance
Flexible schedule

ROLE DESCRIPTION:
As a Financial Services Representative - State Farm Agent Team Member with Anne Reeves - State Farm Agent, you will successfully market the financial products that manage everyday risks. Your proficient knowledge 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:

Consult customers on financial planning, investment options, and life/health insurance coverage.
Identify customer needs and present tailored insurance solutions.
Proactively generate and follow up on leads to drive new business.
Conduct financial reviews and recommend appropriate products.
Maintain compliance with financial regulations.

QUALIFICATIONS:

Active Life & Health license (required or ability to obtain quickly)
FINRA Series 6/63/65 or SIE license preferred
Previous experience in financial services and/or insurance
Strong communication and analytical skills
Professional, trustworthy, and customer-focused demeanor

Apply

Vacancy posted 29 days ago

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