Financial Services Representative State Farm Agent Team Member

Job Description

Job Description

OUR AGENCY

Our Agency prides ourselves on serving the needs of each customer. We are regularly recognized for providing outstanding service by our customers. We are a competitive team that strives to win and get better every day. We have been recognized with many State Farm awards. My personal goal is to coach and mentor each team member to reach their full potential.

ROLE DESCRIPTION :

As a Financial Services Representative with Kevin Piscitelli State Farm Insurance & Financial Services, 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 :

• Help people plan for and retire comfortably
• Use a customer-focused, needs-based review process to educate customers about insurance & financial options.
• Work with the agent to establish and meet marketing goals
• Develop leads, schedule appointments, identify customer needs, and market appropriate products and services.
• Handle insurance reviews and financial appointments with customers

QUALIFICATIONS :

BENEFITS :