Benefits :

• 401(k) matching
• Bonus based on performance
• Flexible schedule
• Paid time off

ROLE DESCRIPTION :

As a Financial Services Representative State Farm Agent Team Member with Jay Epstein - 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 :

• Work with the agent to establish and meet marketing goals
• Develop leads, schedule appointments, identify customer needs, and market appropriate products and services.

QUALIFICATIONS :

• Prefer Bachelor's degree in finance, economics, accounting, or a related field.
• Must have relevant financial service licenses. Series 6, 63, 65, Life and Health
• 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 :

• Hourly plus commission / bonus
• Paid time off (vacation and personal / sick days)
• 401K

Last updated : 2024-06-12