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Financial Services Representative – State Farm Agent Team Member

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Posted : Tuesday, August 06, 2024 03:33 PM

ROLE DESCRIPTION: As a Financial Services Representative – State Farm Agent Team Member with Jason Caples - 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.
Demonstrate strong sales production with both in-book and new clients.
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 be able to obtain relevant financial service licenses.
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: 401K Salary plus commission/bonus (Base of 45k, potential to earn 75-100k annually) Paid time off (vacation and personal/sick days) Flexible hours Growth potential/Opportunity for advancement within my agency Hiring Bonus up to $

• Phone : NA

• Location : 7378 Engle Road, Middleburg Heights, OH

• Post ID: 9078415093


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