Customer Service Representative - State Farm Agent Team Member

Yourwilmingtonagent; North Carolina; Hybrid; USD 65,000 - 98,000; Full time

Job summary

A leading financial agency is seeking a Registered Representative to market financial products and educate customers on their options. You will play a key role in driving sales and meeting marketing goals while enjoying benefits such as health insurance, 401(k), and opportunities for advancement.

Benefits

401(k)

401(k) matching

Health insurance

Paid time off

Opportunity for advancement

Bonus based on performance

Qualifications

• Must be able to obtain relevant financial service licenses.
• Proven experience working as a financial services representative.
• Sound knowledge of financial legislation.

Responsibilities

• Educate customers about insurance and investment options using a customer-focused approach.
• Develop leads, schedule appointments, and identify customer needs.
• Work with the agent to meet marketing goals.

Skills

Analytical skills

Organizational skills

Problem-solving skills

Communication skills

Customer service skills

Mathematical skills

Education

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

Tools

Microsoft Office

Job description

Registered Representative – State Farm Agent Team Member

Full Time in Hybrid - US

• 401(k)
• 401(k) matching
• Bonus based on performance
• Health insurance
• Opportunity for advancement
• Paid time off

ROLE DESCRIPTIONAs a Registered Representative – State Farm Agent Team Member with Jonathan Calhoun - 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 and investment 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

• Bachelor's degree in finance, economics, accounting, or a related field.
• Must be able to obtain relevant financial service licenses.
• Proven experience working as a financial services representative.
• Sound knowledge of financial legislation.
• Proficiency in Microsoft Office applications.
• Strong mathematical skills.
• Excellent analytical, organizational, and problem-solving skills.
• Successful track record of meeting sales goals/quotas preferred

BENEFITS

• Salary plus commission/bonus
• Paid time off (vacation and personal/sick days)
• Life insurance
• Growth potential/Opportunity for advancement within my office

Flexible work from home options available.

Compensation $65,000.00 - $97,500.00 per year

Registered Representative – State Farm Agent Team Member

Full Time in Hybrid - US

Benefits

• 401(k)
• 401(k) matching
• Bonus based on performance
• Competitive salary
• Health insurance
• Opportunity for advancement
• Paid time off
• Training & development

ROLE DESCRIPTIONAs a Registered Representative – State Farm Agent Team Member with Jonathan Calhoun - 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 and investment 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

• Bachelor's degree in finance, economics, accounting, or a related field.
• Must be able to obtain relevant financial service licenses.
• Proven experience working as a financial services representative.
• Sound knowledge of financial legislation.
• Proficiency in Microsoft Office applications.
• 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

• Salary plus commission/bonus
• Paid time off (vacation and personal/sick days)
• Health benefits
• Life insurance
• Growth potential/Opportunity for advancement within my office

Flexible work from home options available.

Compensation $65,000.00 - $97,500.00 per year Apply Now State Farm agents are independent contractors who hire their own employees. State Farm agents’employees are not employees of State Farm. Agents are responsible for and make all employmentdecisions regarding their employees.

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