Financial Services Representative - State Farm Agent Team Member

Job Description

Job Description

Benefits:

• Health insurance
• Paid time off
• Training & development
• 401(k)
• Competitive salary

ABOUT THE AGENCY:
With two thriving locations in Lenox and Clinton Township, our agency is dedicated to providing exceptional service and personalized financial solutions. Led by a Walsh College Business Management graduate with over 26 years of experience in the Financial Services Industry, we’re a trusted name in the community and a top-performing agency within our company.

Our team of 13 professionals enjoys a collaborative and supportive work environment, with benefits like health insurance, retirement plans, PTO, and a competitive compensation package. We take pride in our community involvement by participating in local events and sponsoring organizations to give back to those we serve.

Joining our team means becoming part of a dynamic, goal-oriented agency that values both professional growth and community impact.

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

• Must be able to obtain relevant financial service licenses.
• 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

BENEFITS:

• 401K
• Salary plus commission/bonus
• Health benefits
• Paid time off (vacation and personal/sick days)
• Flexible hours
• Growth potential/Opportunity for advancement within my agency