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Financial Services Representative - State Farm Agent Team Member
Financial Services Representative - State Farm Agent Team MemberDexter Smith - State Farm Agent • Sheboygan Falls, WI, US
Financial Services Representative - State Farm Agent Team Member

Financial Services Representative - State Farm Agent Team Member

Dexter Smith - State Farm Agent • Sheboygan Falls, WI, US
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Job Description

Job Description

Benefits :

  • Hiring bonus
  • 401(k)
  • Bonus based on performance
  • Competitive salary
  • Flexible schedule
  • Health insurance
  • Opportunity for advancement
  • Paid time off
  • Training & development

ROLE DESCRIPTION :

As a Financial Services Representative - State Farm Agent Team Member with Dexter Smith - 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 options. Your analytical precision makes you an invaluable resource to customers and a competitive addition to a successful agency.

RESPONSIBILITIES :

  • Consult customers with financial planning and investment options.
  • Conduct financial reviews and recommend appropriate products.
  • Maintain compliance with financial regulations.
  • Educate clients about insurance products and recommend appropriate coverage options.
  • Foster strong client relationships through regular follow-ups and proactive communication.
  • QUALIFICATIONS :

  • Experience in financial services preferred.
  • Analytical and communication skills.
  • Goal-oriented and motivated by achieving measurable results.
  • Ability to manage multiple priorities and work effectively in a fast-paced environment.
  • Series 6, 63, 65 or 7 license preferred.
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    Representative Agent • Sheboygan Falls, WI, US

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