Financial Services Representative – State Farm Agent Team Member

State Farm

Financial Services Representative – State Farm Agent Team Member

National
Full Time
Paid
  • Responsibilities

    Benefits:

    401(k)

    401(k) matching

    Bonus based on performance

    Company parties

    Competitive salary

    Health insurance

    Opportunity for advancement

    Paid time off

    Profit sharing

    Training & development

    Position Overview

    Successful State Farm Agent is seeking a qualified professional to join their winning team for the role of Financial Services Specialist. We seek an energetic professional interested in helping our business grow through value-based conversations and remarkable customer experience. If you are a motivated self-starter who thrives in a fast-paced environment, then this is your opportunity for a rewarding career with excellent income and growth potential.

    Responsibilities

    Establish customer relationships and follow up with customers, as needed.

    Work and collaborate with the Marketing Associate team to train, teach and assist with financial service product acquisition.

    Provide prompt, accurate, and friendly customer service. Service can include responding to inquiries regarding insurance availability, eligibility, coverages, policy changes, transfers, claim submissions, and billing clarification.

    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.

    Maintain a strong work ethic with a total commitment to success each and every day.

    As an Agent Team Member, you will receive...

    401K

    Salary plus commission/bonus/spiffs

    No Scheduled Weekends

    Paid time off (vacation, holidays and personal/sick days)

    Health Insurance Benefits

    Valuable experience

    Growth potential/Opportunity for advancement within the agency

    Requirements

    Sales experience (outside sales or inside sales representative, retail sales associate, or telemarketing) preferred

    Bachelor's degree in finance, economics, accounting, or a related field preferred.

    Interest in marketing products and services based on customer needs

    Excellent interpersonal skills

    Excellent communication skills - written, verbal and listening

    Enthusiastic about the role insurance and financial products play in helping people manage the risks of everyday life, recover from the unexpected, and realize their dreams

    People-oriented

    Organizational skills

    Self-motivated

    Detail oriented

    Proactive in problem solving

    Dedicated to customer service

    Able to learn computer functions

    Ability to multi-task

    Ability to make presentations to potential customers

    Achieve mutually agreed upon marketing goals

    Ability to effectively relate to a customer

    Bilingual - Spanish preferred

    Property and Casualty license (must be able to obtain)

    Life and Health license (must be able to obtain)

    Selected candidate is expected to remain current in product changes, licensing, technical developments, and continuing education

    Must be available to work the following schedule: Monday thru Friday

    If you are motivated to succeed and can see yourself in this role, please complete our application. We will follow up with you on the next steps in the interview process.

    This position is with a State Farm independent contractor agent, not with State Farm Insurance Companies. Employees of State Farm agents must be able to successfully complete any applicable licensing requirements and training programs. By accepting this position, you are not guaranteed an agency position with State Farm Insurance Companies. As an agent team member, you will still need to go through the regular State Farm agent selection process when you are ready to pursue an agency opportunity. State Farm agents are independent contractors who hire their own employees. State Farm agents’ employees are not employees of State Farm.