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

Job Description

ROLE DESCRIPTION :

As a Bank Products Position - Team Member with Shelton Lucas State Farm 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 :

Interest in finance, economics, accounting, or a related field.

Must be able to obtain life insurance, health insurance, and annuities licenses.

Proven experience working in sales..

Proficiency in Microsoft Office applications.

Strong sales skills.

Excellent analytical, organizational, and problem-solving skills.

Effective communication skills.

Exceptional customer service skills.

Successful track record of meeting sales goals / quotas preferred

Ambitious and driven for success

BENEFITS :

Hourly plus commission / bonus

Paid time off (vacation and personal / sick days)

Growth potential / Opportunity for advancement within the Agency

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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 SHELTON LUCAS - State Farm Agent?

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

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