Financial Representative – State Farm Agent Team Member

Gregg Hancock State Farm; Pleasant Valley Township (IA); On-site; USD 60,000 - 100,000; Full time

Benefits offered by this job

Simple IRA Matching

Opportunity for advancement

Paid time off

Bonus based on performance

Free food & snacks

Job summary

Gregg Hancock State Farm is seeking a Financial Representative to market financial products, educate clients on options, and help plan for the future. You will develop leads, schedule appointments, and build trusted client relationships while working within a supportive State Farm agency.

Join us to grow professionally with mentorship, performance-based bonuses, and a path to advancement in a well-established agency.

Qualifications

• Bachelor's degree in finance, economics, accounting, or related field.
• Must be financial services licensed.
• Experience as a financial services representative.
• Ability to connect with people and build relationships.
• Desire to earn more based on performance.
• Interest in financial planning.
• Driven and committed to succeeding.

Responsibilities

• Educate customers on insurance and financial options.
• Develop leads, schedule appointments, and market products.
• Build personal relationships with clients.
• Develop and implement insurance and financial plans.
• Meet marketing goals with agent support.
• Leverage the backing of State Farm for client confidence.

Skills

People skills

Relationship building

Sales mindset

Financial literacy

Education

Bachelor's degree in finance or related field

Job description

Financial Representative - State Farm Agent Team Member

Full Time in Bettendorf - IA

Benefits

• Simple IRA Matching
• Opportunity for advancement
• Paid time off
• Bonus based on performance
• Free food & snacks

ROLE DESCRIPTION

As a Financial Representative - State Farm Agent Team Member with Gregg Hancock - 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.

Join the Gregg Hancock State Farm Agency team as a Financial Representative and make a positive impact on the lives of others while transforming your own life - personally, professionally, and financially.

As a Financial Representative, you will work with clients to develop and implement comprehensive insurance and financial plans, helping them understand their current financial situation, plan for the future, and provide the necessary tools and support to achieve their goals. While extensive training and mentorship will be provided, we also value your expertise and encourage you to take ownership of your role.

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.
• Build personal and trusted relationships with clients by connecting with them on a deeper level.
• Develop and implement insurance and financial plans to help clients achieve their financial goals.
• Benefit from the backing of State Farm, a renowned industry leader with over 20,000 Agents nationwide.

QUALIFICATIONS

• Bachelor's degree in finance, economics, accounting, or a related field.
• Must be financial service licensed.
• Proven experience working as a financial services representative.
• Ability to connect with people and establish strong relationships.
• Interest in financial planning.
• Driven and committed to succeeding.
• Desire to earn more based on hard work.?
• Passion for helping people make informed insurance and financial decisions.
• Ready to achieve personal and professional fulfillment.

Benefits

• Competitive commission-based compensation with bonuses.
• Control over your earnings at any stage of your career.
• Life insurance.
• Growth potential/Opportunity for advancement within my office
• Retirement package.

PREFERRED QUALIFICATIONS

• Background and work experience in financial services, business development, hospitality, banking, sales, marketing, management, education, athletics, legal, communications, real estate, entrepreneurship, military, or community influence.
• Bachelor's degree from a four-year college or university.
• Strong interpersonal skills, grit, motivation, and self-starter mentality.

ABOUT STATE FARM

At State Farm, we believe that everyone deserves financial security and peace of mind. Our team of Financial Representatives is committed to helping clients achieve their financial goals and make informed decisions about their future.

With a rich history in the industry, State Farm is a trusted and respected name in the insurance and financial services sector. Join our team and be a part of our legacy of providing exceptional service and support to our clients. Together, we can make a difference in people's lives and ensure a brighter financial future for all.

Compensation $60,000.00 - $100,000.00 per year

Join a community of good neighbors

Make a difference in your community every day.

Gain confidence and grow your dream career.

Earn benefits and rewards that are second to none