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Form of workJob Description
ROLE DESCRIPTION:
As a Financial Services Representative State FarmAgent Team Member with Ryan Cabaniss - 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 FarmAgent Team Member with Ryan Cabaniss - 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.
- High focus on servicing our existing securities clients, running appointments, and having sales goals for new accounts.
- Must hold relevant financial service licenses (215 license, Series 6/63/65, MLO license)
- Proven experience working as a Financial Services Representative.
- Sound knowledge of financial legislation.
- 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
- 401K w/match
- Salary plus commission/bonus (Base salary of $40-55k, potential to earn upwards of $85k)
- Health benefits
- Paid time off (vacation and personal/sick days)
- Flexible hours
- Growth potential/Opportunity for advancement within my agency
