Financial Account Representative – State Farm Agent Team Member

State Farm; Florida; On-site; USD 36,000 - 44,000; Full time

Benefits offered by this job

Bonus based on performance

Free food & snacks

Free uniforms

Opportunity for advancement

Paid time off

Salary plus commission/bonus

Profit sharing

Job summary

James Boruff Insurance and Financial Services is seeking a Financial Account Representative to market financial products and educate customers on their options. You will work with the agency to apply a consultative sales approach and help clients manage risks in a community-focused office.

The role emphasizes needs-based education, lead development, appointment setting, and meeting sales goals with a supportive team. Licensing and math/analytical skills are valued.

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

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.

Skills

Sales orientation

Analytical skills

Financial product knowledge

Communication skills

Education

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

Tools

Microsoft Office

Job description

• Bonus based on performance
• Free food & snacks
• Free uniforms
• Opportunity for advancement
• Paid time off

ROLE DESCRIPTION

As a Financial Account Representative with James Boruff Insurance and Financial Services, 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

• 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)
• Profit sharing
• Growth potential/Opportunity for advancement within my office

Compensation: $40,000.00 per year

My team's mission is to help people manage the risks of everyday life, recover from the unexpected and realize their dreams.We are located in Jupiter, FL and help customers with their insurance and financial services needs, including:

• Home insurance
• Life insurance

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 employment decisions regarding their employees.

Make a difference in your community every day

Gain confidence and grow your career

Earn benefits and rewards that are second to none