What are the responsibilities and job description for the Financial Services Representative – State Farm Agent Team Member position at Kevin Piscitelli - State Farm Agent?
OUR AGENCY
Our Agency prides ourselves on serving the needs of each customer. We are regularly recognized for providing outstanding service by our customers. We are a competitive team that strives to win and get better every day. We have been recognized with many State Farm awards. My personal goal is to coach and mentor each team member to reach their full potential.
ROLE DESCRIPTION:
As a Financial Services Representative with Kevin Piscitelli State Farm Insurance & Financial Services, 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:
Our Agency prides ourselves on serving the needs of each customer. We are regularly recognized for providing outstanding service by our customers. We are a competitive team that strives to win and get better every day. We have been recognized with many State Farm awards. My personal goal is to coach and mentor each team member to reach their full potential.
ROLE DESCRIPTION:
As a Financial Services Representative with Kevin Piscitelli State Farm Insurance & Financial Services, 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:
- Help people plan for and retire comfortably
- Use a customer-focused, needs-based review process to educate customers about insurance & financial options.
- Work with the agent to establish and meet marketing goals
- Develop leads, schedule appointments, identify customer needs, and market appropriate products and services.
- Handle insurance reviews and financial appointments with customers
QUALIFICATIONS:
- Bachelor's degree in finance, economics, accounting, or a related field.
- Must be able to obtain relevant financial service licenses.
- 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 & Matching
- Life Insurance
- Team bonuses for performance
- Growth potential/Opportunity for advancement (Agent Aspirant Program)
- Training & Development through State Farm and other Industry Leaders
Salary : $50,000 - $110,000
