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Financial Services Representative - State Farm Agent Team Member
Financial Services Representative - State Farm Agent Team MemberMichelle Boden - State Farm Agent • Lincoln, NE, US
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Financial Services Representative - State Farm Agent Team Member

Financial Services Representative - State Farm Agent Team Member

Michelle Boden - State Farm Agent • Lincoln, NE, US
30+ days ago
Job type
  • Full-time
Job description
Benefits:
  • 401(k) matching
  • Bonus based on performance
  • Paid time off
  • Training & development

ROLE DESCRIPTION:
As Insurance and Financial Services Position - State Farm Team Member for Michelle Boden - State Farm Agent, you are vital to our daily business operations and customers’ success. You grow our agency through meaningful client relations and acting as a liaison between customer needs and agency departments. You improve the lives of our customers by proactively marketing relevant products and services.
Grow your career as you better your community. As an attentive, sociable, and sales-minded professional, we are eager to have you on our team.

RESPONSIBILITIES:
  • Develop and maintain client relationships in insurance and financial services.
  • Provide clients with comprehensive financial planning and insurance advice.
  • Assist clients with retirement planning, investment management, and insurance needs.
  • Stay current with market trends and product offerings.
REQUIREMENTS:
    • Sales experience (outside sales or inside sales representative, retail sales associate, or telemarketing) preferred
    • Successful track record of meeting sales goals/quotas preferred
    • 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
    • Detail oriented
    • Ability to make presentations to potential customers
    • Property and Casualty license (must be able to obtain)
    • Life and Health license (must be able to obtain)
    • Series 6 and 63 (must be able to obtain)
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Financial Services Representative - State Farm Agent Team Member • Lincoln, NE, US

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