Financial Account Representative - State Farm Agent Team Member
Matthew Williams - State Farm Agent
Job Description
Job Description
Benefits:
- Hiring bonus
- 401(k)
- Bonus based on performance
- Competitive salary
- Flexible schedule
- Health insurance
- Opportunity for advancement
- Paid time off
- Training & development
As a Financial Account Representative – State Farm Agent Team Member with Matthew Williams - 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.
- Active Life & Health license (required or ability to obtain quickly)
- FINRA Series 7 and 63 licenses preferred
- Previous experience in financial services and/or insurance
- Strong communication and analytical skills
- Professional, trustworthy, and customer-focused demeanor
Vacancy posted 17 days ago
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