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Financial Services Representative State Farm Agent Team Member

Andy McMahon - State Farm Agent
Mason, OH Full Time
POSTED ON 1/26/2025
AVAILABLE BEFORE 4/24/2025

Job Description

Job Description

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 :

  • 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
  • Excellent communication skills - written, verbal and listening
  • Strong interpersonal skills
  • Highly motivated and goal driven
  • Able to deliver client-focused solutions and create long-lasting relationships
  • 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
  • Excellent compensation package : We believe that hard work should pay off
  • Paid lunches / team year end retreat
  • Monthly and quarterly bonuses
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