What are the responsibilities and job description for the Financial Services Representative – State Farm Agent Team Member position at John Patterson - State Farm Agent?
ROLE DESCRIPTION:
As a Financial Services Representative – State Farm Agent Team Member with John Patterson - 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:
As a Financial Services Representative – State Farm Agent Team Member with John Patterson - 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
- Develop leads, schedule appointments, identify customer needs, and market appropriate products and services.
QUALIFICATIONS:
- Must be able to obtain relevant financial service licenses (Series 6/63/65), current licensees preferred.
- Proven experience working as a financial services representative preferred.
- 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:
- Simple IRA
- Salary plus commission/bonus
- Health benefits
- Paid time off (vacation and personal/sick days)
- Flexible hours
- Growth potential/Opportunity for advancement within my agency
- Hiring Bonus
Salary : $65,000 - $85,000
Account Representative - State Farm Agent Team Member
Hunter Wyant - State Farm Agent -
Richmond, VA
