Financial Services Representative – State Farm Agent Team Member

Benefits

• Bonus based on performance
• Competitive salary
• Paid time off
• Signed bonus
• Training & development

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