Advanced Planning & Sales Support Consultant

Responsibilities

This role provides virtual financial services sales support to State Farm Agents, Agent Team Members, and Sales Leaders (with or without customers present) as they identify, plan, and meet customer needs. Support includes Life, Health, and IPS products. We provide coverage to field partners across the country from 8:30 a.m. to 4:30 p.m. CST.

• Responding appropriately to agent's inquiries from inbound or outbound calls regarding sales of financial service products in the best interest of the customer needs.
• Aiding agents with financial product selection, forms, web-based applications, and sales tools as related to the sales process.
• Education of agents and other internal departments on financial services and related topics.
• Maintaining awareness of competitive industry trends to provide information in response to agent inquiries.
• Supplying input concerning product development and marketing decisions.

Qualifications

• 3+ years of experience in financial services sales, brokerage firm or related field.
• Currently licensed or ability to become licensed in FINRA Series 6, 63, and 65. Or if current ChFC certification, this waives Series 65.
• Credit check and criminal fingerprint is required to be sponsored for licensing.
• Must obtain/pass all licensing exams within 12 weeks from hire date to remain in the role.
• Bachelor’s Degree or higher-level education is desired.
• An understanding of marketing systems, product lines and the agency office environment a plus.
• Communicates clearly and professionally with strong written and verbal communication skills.
• Naturally curious with the ability to ask inquisitive questions in providing consultative assistance to Agents.
• Exceptional customer service skills.
• Advanced critical thinking skills.
• Ability to problem solve.
• Ability to multi-task in a fast-paced environment.
• Proficient in Microsoft Office Suite (especially Outlook, Teams, OneNote, Excel, and Word).
• Strong relationship building skills.
• Strong initiative with proven ability to work in a collaborative team environment.
• Strong ability to influence and coach others.