Financial Services Representative - State Farm Agent Team Member

Job Description

Job Description

Benefits :

Simple IRA

Bonus based on performance

Competitive salary

Opportunity for advancement

Paid time off

Training & development

ROLE DESCRIPTION :

As a Financial Services Representative - State Farm Agent Team Member with Dan Schmidt - State Farm Agent, you will successfully market the financial products that manage everyday risks. Your proficient knowledge 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 :

• Consult customers on financial planning, investment options, and life / health insurance coverage.
• Identify customer needs and present tailored insurance solutions.
• Proactively generate and follow up on leads to drive new business.
• Conduct financial reviews and recommend appropriate products.
• Maintain compliance with financial regulations.

QUALIFICATIONS :

• Active Life & Health license (required or ability to obtain quickly)
• FINRA Series 7 and 63 licenses preferred
• Previous experience in financial services and / or insurance
• Strong communication and analytical skills
• Professional, trustworthy, and customer-focused demeanor