Financial Services Representative State Farm Agent Team Member

Job Description

Job Description

ROLE DESCRIPTION :

As a Financial Services Representative State Farm Agent Team Member with James Winter - 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.

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 :

401k

Base salary plus heavy commission / bonus

$250 / month Health stipend

Paid time off (vacation and personal / sick days)

Flexible hours

Growth potential / Opportunity for advancement within my agency