What are the responsibilities and job description for the Financial Services Representative – State Farm Agent Team Member position at Ken Ross - State Farm Agent?
Benefits:
Position Overview
Successful State Farm Agent is seeking a qualified professional to join their winning team for the role of Financial Services Representative – State Farm Agent Team Member. 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
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. State Farm agents are independent contractors who hire their own employees. State Farm agents’ employees are not employees of State Farm.
- Competitive salary
- Paid time off
Position Overview
Successful State Farm Agent is seeking a qualified professional to join their winning team for the role of Financial Services Representative – State Farm Agent Team Member. 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.
- 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.
- Develop leads, schedule appointments, identify customer needs, and market appropriate products and services.
- Work with the agent to identify and support local community events in our market.
- Maintain a strong work ethic with a total commitment to success each and every day.
- Salary plus commission/bonus
- Hourly pay plus commission/bonus
- Paid time off (vacation and personal/sick days)
- Flexible hours
- Growth potential/Opportunity for advancement within my agency
- Sales experience (outside sales or inside sales representative, retail sales associate, or telemarketing) preferred
- Successful track record of meeting sales goals/quotas preferred
- 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
- Experience in a variety of computer applications, particularly Windows
- Pride in getting work done accurately and timely
- Ability to make presentations to potential customers
- Provide timely and thorough activity reports to agent
- Ability to conduct interviews in the office
- Ability to conduct interviews in the office and in customer's home or business
- Ability to assess customer needs and conduct effective interviews
- Ability to effectively relate to a customer
- Ability to execute a detailed business plan
- Experience in marketing financial products
- Knowledge of financial services products
- Knowledge of life products
- Knowledge of health products
- Bilingual - Spanish preferred
- Life and Health license (must have currently)
- Position may require irregular working hours
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. State Farm agents are independent contractors who hire their own employees. State Farm agents’ employees are not employees of State Farm.
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