Financial Account Representative – State Farm Agent Team Member

State Farm; Oklahoma City (OK); Remote; USD 40,000 - 60,000; Full time

Job summary

Join a dynamic team as a Financial Account Representative with State Farm, where you'll leverage your financial acumen to market essential financial products. This position offers a mix of competitive salary, bonuses based on performance, and significant growth opportunities in a supportive and customer-focused environment. Ideal for candidates with strong analytical skills and a commitment to excellent customer service, this remote role allows you to connect with clients while making an impact in their financial well-being.

Benefits

Bonus based on performance

Health insurance

Flexible schedule

Paid time off

Profit sharing

Growth potential

Qualifications

• Must obtain relevant financial service licenses.
• Proven experience in financial services preferred.
• Knowledge of financial legislation essential.

Responsibilities

• Educate customers about insurance options through a needs-based review process.
• Develop leads and market appropriate products.
• Work with agent to establish and meet marketing goals.

Skills

Analytical skills

Communication skills

Customer service skills

Mathematical skills

Organizational skills

Problem-solving skills

Education

Relevant financial service licenses

Proven experience as a financial services representative

Tools

Microsoft Office

Job description

Benefits:

• Bonus based on performance
• Company parties
• Competitive salary
• Flexible schedule
• Health insurance
• Signing bonus

ROLE DESCRIPTION:
As a Financial Account Representative – State Farm Agent Team Member with Gwaine Mathews - 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.
• 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:
commission/bonus

• Paid time off (vacation and personal/sick days)
• Health benefits
• Profit sharing
• Growth potential/Opportunity for advancement within my office

This is a remote position.