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Financial Services Representative – State Farm Agent Team Member

Raymond Scott - State Farm Agent
Dallas, TX, US
$43K-$55K a year
Full-time
Benefits :
  • 401(k)
  • 401(k)
  • Bonus based on performance
  • ROLE DESCRIPTION :

    As a Financial Services Representative State Farm Agent Team Member with Raymond Scott - State Farm Agent, you will successfully market the financial products that manage everyday risks.

    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 :

    • Related career experience or Bachelor's degree in finance, economics, accounting, or a related field.
    • Must be able to obtain relevant financial service licenses.
    • 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

    Flexible work from home options available.

    19 days ago
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