Financial Services Representative – State Farm Agent Team Member
Full Time • Macomb, MI
ROLE DESCRIPTION:
As a Financial Services Representative – State Farm Agent Team Member with Aaron Seitz - 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:
As a Financial Services Representative – State Farm Agent Team Member with Aaron Seitz - 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 and financial services products.
- Work with the agent to establish and meet marketing goals
- Develop leads, schedule appointments, identify customer needs, and market appropriate products and services.
- Maintain a strong work ethic with a total commitment to success each and every day.
QUALIFICATIONS:
- Proven experience working as a financial services representative.
- Sound knowledge of financial industry/products.
- Proficiency in Microsoft Office applications.
- Strong mathematical skills.
- Excellent analytical, organizational, and problem-solving skills.
- Effective communication skills.
- Exceptional customer service skills.
- Must currently have relevant financial service licenses (series 6 and 63).
- Life and health license (must be able to obtain)
- Successful track record of meeting sales goals/quotas preferred
- Selected candidate is expected to remain current in product changes, licensing, technical developments, and continuing education
BENEFITS:
- Salary plus commission/bonus
- Paid time off (vacation and personal/sick days)
- Retirement plan with employer match
- Growth potential/Opportunity for advancement within my office
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 Macomb, MI 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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