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Financial Services Representative - State Farm Agent Team Member

Financial Services Representative - State Farm Agent Team Member

Mark Kinkade - State Farm AgentPanama City Beach, FL, US
30+ days ago
Job type
  • Full-time
Job description

Job Description

Job Description

Benefits :

  • Life insurance
  • Direct mentorship by the Agent
  • 401(k) matching
  • Bonus based on performance
  • Competitive salary
  • Health insurance
  • Opportunity for advancement
  • Paid time off
  • Profit sharing
  • Training & development

ROLE DESCRIPTION :

As a Financial Services Representative - State Farm Agent Team Member with Mark Kinkade - State Farm Agent, you will successfully market the financial products that manage everyday risks. Your proficient knowledge of these 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 and assist individuals with their retirement planning needs.
  • Consult customers with financial planning and investment options.
  • Conduct financial reviews and recommend appropriate products.
  • Work with the Agent to establish and meet marketing objectives for the Agency.
  • Develop leads and deepen relationships with our existing customers by providing insurance and financial service recommendations.
  • Maintain compliance with insurance and financial regulations.

    • QUALIFICATIONS :

  • Experience marketing Financial Services products.
  • Series 6, 63, 65 or 7 license (required).
  • Property / Casualty and Life / Health licenses (must be able to obtain).
  • Ability to meet routinely and engage with customers to produce needs-based recommendations.
  • Self-motivated and ready to exceed goals.
  • Must be enthusiastic about the role insurance and financial services play in helping people manage the risks of everyday life.
  • Excellent communication skills - written, verbal and attention-detailed listening.

    • COMPENSATION :

  • Base salary : 45-55k
  • Expected annual earnings : 75-125k
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    Representative Agent • Panama City Beach, FL, US

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