Financial Representative – State Farm Agent Team Member

State Farm; Wayne (PA); On-site; USD 35,000 - 65,000; Full time

Benefits offered by this job

Salary plus commission/bonus

Paid time off (vacation and personal/sick days)

Profit sharing

Growth potential/Opportunity for advancement

Job summary

A leading financial services provider is seeking a Financial Representative to market products and provide customer education in Wayne, PA. The ideal candidate will have a Bachelor's degree in finance or a related field, along with strong analytical and mathematical skills. Responsibilities include educating customers about financial options and working with the agent to drive sales. The compensation includes a salary plus commission, with opportunities for growth within the agency.

Qualifications

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

Responsibilities

• Educate customers about insurance options through a needs-based review process.
• Establish and meet marketing goals with the agent.
• Develop leads, schedule appointments, and identify customer needs.

Skills

Strong mathematical skills

Excellent analytical skills

Organizational skills

Problem-solving skills

Proficiency in Microsoft Office

Education

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

Job description

ROLE DESCRIPTION: As a Financial Representative – State Farm Agent Team Member with Stephen Diorio - 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

• 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: $35,000.00 - $65,000.00 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 Wayne, PA 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.

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