Financial Services Representative State Farm Agent Team Member
$75k - $100kJames Winter - State Farm Agent
Financial Services Representative
As a Financial Services Representative State Farm Agent Team Member with James Winter - 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.
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.
Active Life & Health license (required or ability to obtain quickly)
FINRA Series 6/63/65 or 7 license preferred
Previous experience in financial services and/or insurance
Strong communication and analytical skills
Professional, trustworthy, and customer-focused demeanor
Compensation: $75,000.00 - $100,000.00 per year
My team's mission is to help people manage the risks of everyday life, recover from the unexpected and realize their dreams. We are located in St. James, NY and help customers with their insurance and financial services needs, including:
Auto insurance
Home insurance
Life insurance
Retirement planning
State Farm agents are independent contractors who hire their own employees. State Farm agents' employees are not employees of State Farm. Agents are responsible for and make all employment decisions regarding their employees.
James Winter - State Farm Agent- ...Flexible schedule Opportunity for advancement Paid time off Training & development Role Description As a Financial Services Representative - State Farm Agent Team Member with James Winter - State Farm Agent, you will successfully market the financial products that manage...SuggestedFlexible hours
- ...development Position Overview: Are you an experienced financial services professional who thrives on building strong customer... ...relationships and guiding clients toward a secure financial future? Our State Farm agency is seeking a customer-focused individual who can...SuggestedFlexible hours
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