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Financial Services Representative State Farm Agent Team Member

Financial Services Representative State Farm Agent Team Member

Chad Heeter - State Farm AgentBattle Creek, MI, US
30+ days ago
Job type
  • Full-time
Job description

Job Description

Job Description

Benefits :

  • Hiring bonus
  • 401(k) matching
  • Bonus based on performance
  • Competitive salary
  • Flexible schedule
  • Opportunity for advancement
  • Paid time off
  • Training & development

ABOUT OUR AGENCY :

Our Battle Creek office has been in operation since January 1, 2017, celebrating eight years of growth, while our Marshall office opened on July 1, 2024. Our team consists of 7 dedicated members in Battle Creek and 5 in Marshall, along with the agent. I am a proud graduate of Mattawan High School (2006), Ferris State University, and Grand Valley State University, where I earned a business degree in 2010.

Our office culture is the cornerstone of our success, with a dynamic and enjoyable work environment where we prioritize hiring individuals who bring positive energy and contribute to our team's collective greatness. We offer a competitive matching 401k, flexible hours and a hiring bonus as perks for our employees.

ROLE DESCRIPTION :

As a Financial Services Representative State Farm Agent Team Member with Chad Heeter - 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.

    • QUALIFICATIONS :

  • Must currently hold relevant financial service licenses (Life / Health, SIE, Series 6 / 63 / 65)
  • Sound knowledge of financial service products.
  • 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
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    Representative Agent • Battle Creek, MI, US

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