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Financial Services Representative – State Farm Agent Team Member
Financial Services Representative – State Farm Agent Team MemberJustin Kenney - State Farm Agent • Lincoln, NE, US
Financial Services Representative – State Farm Agent Team Member

Financial Services Representative – State Farm Agent Team Member

Justin Kenney - State Farm Agent • Lincoln, NE, US
30+ days ago
Job type
  • Full-time
Job description
Benefits:
  • 401(k)
  • 401(k) matching
  • Bonus based on performance
  • Company parties
  • Competitive salary
  • Employee discounts
  • Flexible schedule
  • Health insurance
  • Opportunity for advancement
  • Paid time off
  • Profit sharing
  • Training & development

Position Overview


Successful State Farm Agent is seeking a qualified professional to join their winning team for the role of Financial Services Specialist. We seek an energetic professional interested in helping our business grow through value-based conversations and remarkable customer experience. If you are a motivated self-starter who thrives in a fast-paced environment, then this is your opportunity for a rewarding career with excellent income and growth potential.


Responsibilities


  • Establish customer relationships and follow up with customers, as needed.
  • Work and collaborate with the Marketing Associate team to train, teach and assist with financial service product acquisition.
  • Provide prompt, accurate, and friendly customer service. Service can include responding to inquiries regarding insurance availability, eligibility, coverages, policy changes, transfers, claim submissions, and billing clarification.
  • 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.
  • Maintain a strong work ethic with a total commitment to success each and every day.
As an Agent Team Member, you will receive...


  • 401K
  • Salary plus commission/bonus/spiffs
  • No Scheduled Weekends
  • Paid time off (vacation, holidays and personal/sick days)
  • Health Insurance Benefits
  • Valuable experience
  • Growth potential/Opportunity for advancement within the agency
Requirements


  • Sales experience (outside sales or inside sales representative, retail sales associate, or telemarketing) preferred
  • Bachelor's degree in finance, economics, accounting, or a related field preferred.
  • Interest in marketing products and services based on customer needs
  • Excellent interpersonal skills
  • 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
  • People-oriented
  • Organizational skills
  • Self-motivated
  • Detail oriented
  • Proactive in problem solving
  • Dedicated to customer service
  • Able to learn computer functions
  • Ability to multi-task
  • Ability to make presentations to potential customers
  • Achieve mutually agreed upon marketing goals
  • Ability to effectively relate to a customer
  • Bilingual - Spanish preferred
  • Property and Casualty license (must be able to obtain)
  • Life and Health license (must be able to obtain)
  • Selected candidate is expected to remain current in product changes, licensing, technical developments, and continuing education
  • Must be available to work the following schedule: Monday thru Friday
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Financial Services Representative – State Farm Agent Team Member • Lincoln, NE, US

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