Financial Services Representative State Farm Agent Team Member

Job Description

Job Description

Benefits :

Simple IRA

Hiring bonus

Bonus based on performance

Competitive salary

Flexible schedule

Health insurance

Opportunity for advancement

Paid time off

Training & development

ABOUT OUR AGENCY :

Were a locally rooted, fast-moving insurance agency that believes in doing business the right way : with energy, integrity, and a deep connection to our community. We show up for our neighbors whether its helping them find the right coverage or sponsoring the next big event.

If you love people, live for a challenge, and want to be part of something bigger than yourself, lets talk.

ROLE DESCRIPTION :

As a Financial Services Representative State Farm Agent Team Member with John Patterson - State Farm Agent, 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 :

• Must be able to obtain relevant financial service licenses (Series 6 / 63 / 65), current licensees preferred.
• Proven experience working as a financial services representative preferred.
• 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