Financial Services Representative – State Farm Agent Team Member
ROLE DESCRIPTION :
As a with , 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.
- Use your knowledge of State Farm insurance products to recommend, explain and sell policies to both cold and warm leads.
- 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 their Florida 215 license.
- Must be able to obtain other relevant financial service licenses.
- Proven experience working as a financial services representative preferred.
- 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 BENEFITS :
- 401K
- 401K
- Salary plus commission / bonus
- Paid time off (vacation and personal / sick days)
- Flexible hours
- Growth potential / Opportunity for advancement within my agency
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