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

Job Description

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 :

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

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Financial Services Representative State Farm Agent Team Member

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

What is the career path for a Financial Services Representative State Farm Agent Team Member?

Job openings at Kevin Piscitelli - State Farm Agent

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