Financial Services Representative ? State Farm Agent Team Member
Posted 2025-03-15Benefits:
? Bonus based on performance
? Competitive salary
ROLE DESCRIPTION:
As a Financial Services Representative ? State Farm Agent Team Member with Terry Stone - 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: ? 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
BENEFITS:
? Salary plus commission/bonus
? Paid time off (vacation and personal/sick days)
? Health benefits
? Profit sharing
? Growth potential/Opportunity for advancement within my office
This is a remote position.
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