Financial Services Representative – State Farm Agent Team Member
Full Time • Hybrid - US
Responsive recruiter
Replies within 24 hours
Benefits:
- Flexible schedule
- Paid time off
- Bonus based on performance
- Competitive salary
- Opportunity for advancement
- Training & development
ROLE DESCRIPTION:
As a Financial Services Representative, 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:
As a Financial Services Representative, 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:
- Bachelor's degree in finance, economics, accounting, or a related field.
- Must be able to obtain relevant financial service licenses.
- Proven experience working as a financial services representative.
- 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
SCHEDULE: We understand everyone’s schedule is different. That’s why we offer the option to work either five 8-hour days or four 10-hour days - giving you flexibility to choose what works best for you.
Flexible work from home options available.
Compensation: $45,000.00 - $100,000.00 per year
My team's mission is to help people manage the risks of everyday life, recover from the unexpected and realize their dreams. We are located in Lewisville, TX and help customers with their insurance and financial services needs, including:
- Auto insurance
- Home insurance
- Life insurance
- Retirement planning
State Farm agents are independent contractors who hire their own employees. State Farm agents’ employees are not employees of State Farm. Agents are responsible for and make all employment decisions regarding their employees.
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