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Financial Services Representative State Farm Agent Team Member

Financial Services Representative State Farm Agent Team Member

Michelle Kreeger - State Farm AgentHarrisburg, PA, US
30+ days ago
Job type
  • Full-time
Job description

Job Description

Job Description

Benefits :

  • 401(k) matching
  • Bonus based on performance
  • Competitive salary
  • Flexible schedule
  • Health insurance
  • Profit sharing

ROLE DESCRIPTION :

As a Financial Services Representative with our office, you help our customers plan for a successful retirement using our planning software and financial products. 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.
  • Work with the agent to establish and meet marketing goals
  • Develop leads, schedule appointments, identify customer needs, and market appropriate products and services.

    • QUALIFICATIONS :

  • Bachelor's degree in finance, economics, accounting, or a related field.
  • Licenses required : SIE, Series 6, Series 63
  • Proven experience working as a financial services representative.
  • Sound knowledge of financial legislation.
  • Proficiency in Microsoft Office applications.
  • 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 :

  • Salary plus commission / bonus
  • Paid time off (vacation and personal / sick days)
  • Health benefits
  • Profit sharing
  • Growth potential / Opportunity for advancement within my office
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    Representative Agent • Harrisburg, PA, US

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