Financial Services Representative - State Farm Agent Team Member

Job Description

Job Description

Benefits:

• SIMPLE IRA Matching
• 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.