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Financial Services Representative State Farm Agent Team Member

Financial Services Representative State Farm Agent Team Member

Jessica Alvarez - State Farm AgentFort Lauderdale, FL, US
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Job Description

Job Description

Benefits :

  • Company parties
  • Opportunity for advancement
  • Paid time off
  • Signing bonus
  • Wellness resources

ROLE DESCRIPTION :

As a Financial Services specialist with Jessica Alvarez Agency, you will successfully market the financial products that manage everyday risks. Your proficient knowledge of financial products 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 :

  • 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 :

  • Series 6 or 7, and 65 required.
  • Must have 215 Life and Health Insurance License.
  • Proven experience working as a financial services representative for Life Insurance Premium goals and Annuities.
  • 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

    • BENEFITS :

  • Salary plus commission / bonus
  • Paid time off (vacation and personal / sick days)
  • Health benefits
  • Growth potential / Opportunity for advancement within my office
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    Representative Agent • Fort Lauderdale, FL, US

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