About the role

  • Financial Services Representative assisting clients with insurance options and providing exceptional customer service. Join a growth-oriented team with flexible work options at State Farm Agent.

Responsibilities

  • Use a customer-focused, needs-based review process to educate customers about insurance options.
  • 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.

Requirements

  • Sales experience (outside sales or inside sales representative, retail sales associate, or telemarketing) preferred
  • Successful track record of meeting sales goals/quotas preferred
  • Excellent communication skills - written, verbal and listening
  • Enthusiastic about the role insurance and financial products play in helping people manage the risks of everyday life, recover from the unexpected, and realize their dreams
  • Self-motivated
  • Pride in getting work done accurately and timely
  • Ability to work in a team environment
  • Ability to multi-task
  • Ability to make presentations to potential customers
  • Property and Casualty license (must have currently)
  • Life and Health license (must be able to obtain)
  • Bachelor's degree preferred

Benefits

  • Group Life Insurance
  • 401K
  • Salary plus commission/bonus
  • Health benefits
  • Paid time off (vacation and personal/sick days)
  • Valuable experience
  • Growth potential/Opportunity for advancement within my agency
  • Signing Bonus up to $1,000

Job title

Financial Services Representative

Job type

Experience level

Mid levelSenior

Salary

$40,000 - $70,000 per year

Degree requirement

Bachelor's Degree

Location requirements

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