Job Description
As a Financial Services Representative State FarmAgent 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.
- 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
- Simple IRA
- Salary plus commission/bonus
- Health benefits
- Paid time off (vacation and personal/sick days)
- Flexible hours
- Growth potential/Opportunity for advancement within my agency
- Hiring Bonus