Financial Services Representative – State Farm Agent Team Member
Job Posting for Financial Services Representative – State Farm Agent Team Member at David Christy - State Farm Agent
ROLE DESCRIPTION:
As a Financial Services Representative – State Farm Agent Team Member with David Christy - 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 David Christy - 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.
- Must currently hold relevant financial service licenses (Series 6/63/65).
- Proven experience working as a financial services representative.
- Sound knowledge of financial services.
- Excellent analytical, organizational, and problem-solving skills.
- Effective communication skills.
- Exceptional customer service skills.
- Successful track record of meeting sales goals/quotas preferred
- Salary plus commission/bonus
- 401k
- Paid time off (vacation and personal/sick days)
- Health benefits
- Flexible hours
- Growth potential/Opportunity for advancement within my office
- Hiring Bonus
Salary.com Estimation for Financial Services Representative – State Farm Agent Team Member in Pullman, WA
$98,692 to $144,743
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