What are the responsibilities and job description for the Financial Services Representative - State Farm Agent Team Member position at Dylan Gregory - State Farm Agent?
Benefits:
Who We Are:
At Dylan Gregory State Farm, we do insurance and financial services differently.
We have an obligation, to each customer and their family, as their Insurance and Financial Service professional, to be certain that they are protected on their worst day, even if it is not with us.
Job Duties: You will have 3
- Bonus based on performance
- Competitive salary
- Flexible schedule
- Opportunity for advancement
- Paid time off
- Training & development
Who We Are:
At Dylan Gregory State Farm, we do insurance and financial services differently.
We have an obligation, to each customer and their family, as their Insurance and Financial Service professional, to be certain that they are protected on their worst day, even if it is not with us.
Job Duties: You will have 3
- Find Prospects
- Quote Prospects
- Close Prospects
- Be a good human.
- Ability to find and generate leads.
- Self-motivated by own personal and professional goals.
- 2 years of experience in financial services
- Life & Health Insurance Licensed
- Registered Representative, or desire to become RIA
- Needs based conversations to build life and health insurance plans, specific to needs.
- Consult customers with financial planning and investment options.
- Assist customers with portfolio management and asset allocation.
- Conduct financial reviews and recommend appropriate products.
- Maintain compliance with financial regulations.
Flexible work from home options available.