Financial Services Representative State Farm Agent Team Member

Job Description

Job Description

Benefits :

401(k)

Bonus based on performance

Competitive salary

Flexible schedule

Opportunity for advancement

Paid time off

Training & development

ABOUT OUR AGENCY :

Were a State Farm Chairmans Circle and Ambassador for Life office, recognized for our commitment to excellence and service. Our team proudly gives back to the community through events like Pizza Fridays, toy drives for homeless children with Matthews Hope Ministry, and other impactful initiatives. With a vibrant team of 9 professionals and over 100 years of combined insurance experience, we foster a supportive, collaborative, and energetic work environment.

Be part of a team that values hard work, celebrates success, and gives back to the community.

ROLE DESCRIPTION :

As a Financial Services Representative State Farm Agent Team Member with Craig Martin - 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.
• Use your knowledge of State Farm insurance products to recommend, explain and sell policies to both cold and warm leads.
• Work with the agent to establish and meet marketing goals
• Develop leads, schedule appointments, identify customer needs, and market appropriate products and services.

QUALIFICATIONS :

• Must currently hold their Florida 215 license.
• Must currently hold Series 6 / 63 / 65 or SIE license.
• Must be able to obtain other relevant financial service licenses.
• Proven experience working as a financial services representative preferred.
• Sound knowledge of financial legislation.
• 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

If you are motivated to succeed and can see yourself in this role, please complete our application. We will follow up with you on the next steps in the interview process.

This position is with a State Farm independent contractor agent, not with State Farm Insurance Companies. Employees of State Farm agents must be able to successfully complete any applicable licensing requirements and training programs. State Farm agents are independent contractors who hire their own employees. State Farm agents employees are not employees of State Farm.