Financial Services Representative – State Farm Agent Team Member

Responsibilities

• Help people plan for and retire comfortably
• Use a customer-focused, needs-based review process to educate customers about insurance & financial options.
• Work with the agent to establish and meet marketing goals
• Develop leads, schedule appointments, identify customer needs, and market appropriate products and services.
• Handle insurance reviews and financial appointments with customers

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

• Hourly plus commission/bonus
• Paid time off (vacation and personal/sick days)
• 401k & Matching
• Life Insurance
• Team bonuses for performance
• Growth potential/Opportunity for advancement (Agent Aspirant Program)
• Training & Development through State Farm and other Industry Leaders

Compensation

$50,000.00 - $110,000.00 per year

About Our Agency

Our mission is to help people manage the risks of everyday life, recover from the unexpected and realize their dreams. Our office is located in Orange, CT.

Ready to Launch Your Career?

Our team is comprised of results-oriented individuals that are serious about their development.

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