Financial Services Representative - State Farm Agent Team Member

Job Description

Job Description

Are you ready to join a high-energy, hardworking team that values excellence and growth?

After a career supporting some of the largest biopharmaceutical companies in the world at Thermo Fisher Scientific, I transitioned into becoming a State Farm Agent 10 years ago. Today, our team of seven is passionate about helping customers and thriving together in a supportive, fast-paced environment.

We believe in rewarding dedication and hard work. Our team enjoys federal holidays off, 401(k) with matching, group life insurance, paid vacation, birthdays as paid holidays, and annual bonuses every March.

If you’re driven, energetic, and ready to be part of a team where your efforts are recognized and celebrated, we’d love to have you join us!

ROLE DESCRIPTION:
As a Financial Services Representative – State Farm Agent Team Member with Timothy Sawyer - 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 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:

• Series 6/63/65 licenses required.
• Proficiency in Microsoft Office applications.
• Strong mathematical skills.
• Excellent analytical, organizational, and problem-solving skills.
• Effective communication skills.
• Exceptional customer service skills.
• Successful track record of meeting sales goals/quotas preferred

BENEFITS:

• Salary plus commission/bonus
• 401k with employer match
• Group Life insurance
• Paid time off (vacation and personal/sick days)
• Flexible hours
• Growth potential/Opportunity for advancement within my agency
• 4 day work week offered after 1 year of employment
• Teledoc services