What are the responsibilities and job description for the Financial Services Representative State Farm Agent Team Member position at Andy McMahon - State Farm Agent?
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
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