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Financial Services Representative

Kristin Staropoli - State Farm Agency
Portland, OR Full Time
POSTED ON 2/4/2025
AVAILABLE BEFORE 5/3/2025

Job Description

Job Description

Benefits :

  • Base Salary plus Commission
  • SIMPLE IRA retirement match up to 3%
  • PTO : 3 weeks every year with unlimited carryover
  • 2k raise to base salary every 4-6 months for meeting a high level of production
  • Valuable experience
  • Health insurance
  • Training & development

ROLE DESCRIPTION :

As a Financial Services Representative - State Farm Agent Team Member with Kristin Staropoli - 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
  • Work leads, conduct appointments, identify customer needs, and market appropriate products and services.
  • Provide clients with financial planning and investment advice (if you have your Series 6, 63, & 65 licenses

  • if not, I can help you obtain these)
  • Conduct financial reviews and recommend appropriate products.
  • QUALIFICATIONS :

  • Bachelor's degree in finance, economics, accounting, or a related field preferred.
  • Must be able to obtain relevant licenses.
  • Excellent analytical, organizational, and problem-solving skills.
  • Effective communication & interpersonal skills.
  • Successful track record of meeting sales goals / quotas preferred.
  • FINRA Series 6, 63 and 65 licenses preferred.
  • I encourage you to check out our website at www.kristinstaropoli.com to learn more about our agency and see you if you align with our team values, mission, & vision.
  • If you require alternative methods of application or screening, you must approach the employer directly to request this as Indeed is not responsible for the employer's application process.

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    Job openings at Kristin Staropoli - State Farm Agency

    Kristin Staropoli - State Farm Agency
    Hired Organization Address Portland, OR Full Time
    Job Description Job Description Benefits : Base Salary plus Commission SIMPLE IRA retirement match up to 3% PTO : 3 week...

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