Financial Services Representative – State Farm Agent Team Member
ROLE DESCRIPTION :
As a Financial Services Representative State Farm Agent Team Member with Andy McMahon - 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 possess relevant financial service licenses (Series 6 / 63 / 65)
- 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
- Excellent communication skills - written, verbal and listening
- Strong interpersonal skills
- Highly motivated and goal driven
- Able to deliver client-focused solutions and create long-lasting relationships BENEFITS :
- 401K
- 401K
- Salary plus commission / bonus
- Paid time off (vacation and personal / sick days)
- Flexible hours
- Growth potential / Opportunity for advancement within my agency
- Hiring Bonus
- Excellent compensation package : We believe that hard work should pay off
- Paid lunches / team year end retreat
- Monthly and quarterly bonuses
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