What are the responsibilities and job description for the Financial Services Representative position at State Farm?
Financial Services Representative - State Farm Agent Team Member
Connie Snook Insurance and Financial Services Inc., a top-rated agent in Frederick Magazine, seeks a driven Financial Services Representative – State Farm Agent Team Member with expertise in financial products and services.
Looking for a role that offers stability and opportunities for growth? Join our team as a Financial Services Representative – State Farm Agent Team Member, working closely with clients to provide holistic financial guidance and support.
Job Description
- Provide comprehensive financial planning and advice to State Farm customer households, addressing their unique needs and goals.
- Collaborate and mentor with a career agent to create and execute business plans, ensuring alignment with client service models and fostering professional development.
- Enhance client relationships by proactively communicating with clients, resolving inquiries, providing guidance, and ensuring all documentation and key information is accurate and up-to-date.
- Uphold integrity and compliance by demonstrating expertise in financial markets, educating clients on tools and technology for managing investments, and ensuring adherence to policies and industry regulations.
Key Responsibilities
- Deliver exceptional client experiences through proactive communication and personalized guidance.
- Mentor and collaborate with a career agent to drive business growth and success.
- Stay up-to-date on industry developments and best practices to provide expert advice and guidance.
Requirements
- Bachelor's degree preferred.
- Life and Health License highly preferred.
- Active Securities Industry Essentials (SIE) Exam, Series 6, and/or 63, 65 and/or ChFC Licenses preferred.
Perks and Benefits
- A competitive compensation package, including commission and production bonuses.
- A comprehensive benefits package, including 401(k) match, medical, dental, vision, and Accrued Paid Time Off (PTO).
- Opportunities for growth and development within the company.
- A supportive and fun work environment that emphasizes learning and enjoyment.
