Financial Services Representative - State Farm Agent Team Member

Job Description

Job Description

Benefits:

• Flexible schedule
• Paid time off
• Bonus based on performance
• Competitive salary
• Opportunity for advancement
• Training & development

ROLE DESCRIPTION:
As a  Financial Services Representative, 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:

• Bachelor's degree in finance, economics, accounting, or a related field.
• Must be able to obtain relevant financial service licenses.
• Proven experience working as a financial services representative.
• 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.
• Successful track record of meeting sales goals/quotas preferred

SCHEDULE : We understand everyone’s schedule is different. That’s why we offer the option to work either five 8-hour days or four 10-hour days - giving you flexibility to choose what works best for you.

Flexible work from home options available.