Financial Services Representative - State Farm Agent Team Member
ROLE DESCRIPTION
As a Financial Services Representative - State Farm Agent Team Member with Tony Lopez - State Farm Agent, you will successfully market the financial products that manage everyday risks. Your proficient knowledge 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
- Consult customers on financial planning, investment options, and life/health insurance coverage.
- Identify customer needs and present tailored insurance solutions.
- Proactively generate and follow up on leads to drive new business.
- Congduct financial reviews and recommend appropriate products.
- Maintain compliance with financial regulations.
QUALIFICATIONS
- Active Life & Health license (required or ability to obtain quickly)
- FINRA SIE, Series 6/63/65 or 7 license required.
- Previous experience in financial services and/or insurance
- Strong communication and analytical skills
- Professional, trustworthy, and customer-focused demeanor
BENEFITS
- 401(k)
- Bonus based on performance
- Competitive salary
- Flexible schedule
- Health insurance
- Opportunity for advancement
- Paid time off
- Training & development
PAY
$50,000.00 - $65,000.00 per year
About the Role
This busy insurance and financial services office has a passion to make a difference in the lives of others and better the community. We attribute our success to having a fun, energetic environment that is an enjoyable place to work. Our team works hard to reach our goals together as a team and have fun while we are doing it! If you want to make an impact, see immediate success, we could be the place for you!
About Our Agency
- Our mission is to help people manage the risks of everyday life, recover from the unexpected and realize their dreams. - We help customers with their insurance and financial services needs, including Auto Insurance, Home Insurance, Life Insurance, Retirement Planning, Business Insurance, Health Insurance, and Renters Insurance. - Our office is located in Winter Park and Hunter’s Creek.
Schedule
Not specified
Benefits
Not specified
Skills
Not specified
Benefits
Not specified