What are the responsibilities and job description for the Financial Services Representative – State Farm Agent Team Member position at Andy McMahon - State Farm Agent?
ROLE DESCRIPTION:
As a Financial Services Representative – State Farm Agent Team Member with Andy McMahon - 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:
As a Financial Services Representative – State Farm Agent Team Member with Andy McMahon - 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:
- Must possess relevant financial service licenses (Series 6/63/65)
- 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:
- 401K
- Salary plus commission/bonus
- Paid time off (vacation and personal/sick days)
- Flexible hours
- Growth potential/Opportunity for advancement within my agency
- Hiring Bonus up to $
Salary : $50,000 - $60,000
Office Representative - State Farm Agent Team Member
Nikki Shah - State Farm Agent -
Maineville, OH
Office Representative - State Farm Agent Team Member
Adam Worrell - State Farm Agent -
Hebron, KY
Marketing Representative - State Farm Agent Team Member
Eric Geiger - State Farm Agent -
Cincinnati, OH