Financial Services Assistant – State Farm Agent Team Member

Claudia Salas - State Farm Insurance Agent; Dallas, Northern (TX, KY); Hybrid; USD 40,000 - 85,000; Full time

Benefits offered by this job

Salary plus commission/bonus

Health benefits

Profit sharing

Paid time off

Job summary

Claudia Salas - State Farm Insurance Agent in Dallas, TX is seeking a Financial Services Assistant to join their team. This full-time role focuses on customer service, needs-based insurance education, and helping grow the business through effective sales and marketing practices.

You will work to develop leads, schedule meetings, and promote appropriate insurance and financial products while ensuring top-tier customer experience. Growth potential and competitive compensation are highlighted.

Qualifications

• Sales experience with a track record of meeting goals is preferred.
• Excellent written and verbal communication skills are required.
• Self-motivated with the ability to work independently.
• Ability to present to potential customers and explain insurance options.
• Experience in marketing and developing leads is a plus.

Responsibilities

• Provide prompt, accurate, and friendly customer service regarding insurance options and billing.
• Educate customers using a needs-based review process.
• Work with the agent to meet marketing and sales goals.
• Develop leads, schedule appointments, and market products and services.

Skills

Sales experience

Communication

Self-motivated

Presentations

Marketing

Job description

Financial Services Assistant – State Farm Agent Team Member

Full Time in Dallas - TX

Replies within 24 hours

Position Overview

Successful State Farm Agent is seeking a qualified professional to join their winning team for the role of Financial Services Assistant – State Farm Agent Team Member. We seek an energetic professional interested in helping our business grow through value-based conversations and remarkable customer experience. If you are a motivated self starter who thrives in a fast-paced environment, then this is your opportunity for a rewarding career with excellent income and growth potential.

Responsibilities

• Provide prompt, accurate, and friendly customer service. Service can include responding to inquiries regarding insurance availability, eligibility, coverages, policy changes, transfers, claim submissions, and billing clarification.
• 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.

As an Agent Team Member, you will receive

• Salary plus commission/bonus
• Profit sharing
• Paid time off (vacation and personal/sick days)
• Growth potential/Opportunity for advancement within my agency

Requirements

• Sales experience (outside sales or inside sales representative, retail sales associate, or telemarketing) preferred
• Successful track record of meeting sales goals/quotas preferred
• Excellent communication skills - written, verbal and listening
• Enthusiastic about the role insurance and financial products play in helping people manage the risks of everyday life, recover from the unexpected, and realize their dreams
• Self-motivated
• Ability to make presentations to potential customers
• Achieve mutually agreed upon marketing goals
• Experience in marketing
• Property and Casualty license (must have currently)
• Life and Health license (must be able to obtain)
• Life and Health license (must have currently)

This position is with a State Farm independent contractor agent, not with State Farm Insurance Companies. Employees of State Farm agents must be able to successfully complete any applicable licensing requirements and training programs. State Farm agents are independent contractors who hire their own employees. State Farm agents’ employees are not employees of State Farm.

Compensation $40,000.00 - $85,000.00 per year

Financial Services Assistant – State Farm Agent Team Member

Full Time in Dallas - TX

Replies within 24 hours

Position Overview

Successful State Farm Agent is seeking a qualified professional to join their winning team for the role of Financial Services Assistant – State Farm Agent Team Member. We seek an energetic professional interested in helping our business grow through value-based conversations and remarkable customer experience. If you are a motivated self starter who thrives in a fast-paced environment, then this is your opportunity for a rewarding career with excellent income and growth potential.

Responsibilities

• Provide prompt, accurate, and friendly customer service. Service can include responding to inquiries regarding insurance availability, eligibility, coverages, policy changes, transfers, claim submissions, and billing clarification.
• 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.

As an Agent Team Member, you will receive

• Salary plus commission/bonus
• Health benefits
• Profit sharing
• Paid time off (vacation and personal/sick days)
• Valuable experience
• Growth potential/Opportunity for advancement within my agency

Requirements

• Sales experience (outside sales or inside sales representative, retail sales associate, or telemarketing) preferred
• Successful track record of meeting sales goals/quotas preferred
• Excellent communication skills - written, verbal and listening
• Enthusiastic about the role insurance and financial products play in helping people manage the risks of everyday life, recover from the unexpected, and realize their dreams
• Self-motivated
• Ability to make presentations to potential customers
• Achieve mutually agreed upon marketing goals
• Experience in marketing
• Bilingual - Spanish preferred
• Bilingual - Spanish required
• Property and Casualty license (must have currently)
• Life and Health license (must be able to obtain)
• Life and Health license (must have currently)

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.

This position is with a State Farm independent contractor agent, not with State Farm Insurance Companies. Employees of State Farm agents must be able to successfully complete any applicable licensing requirements and training programs. State Farm agents are independent contractors who hire their own employees. State Farm agents’ employees are not employees of State Farm. Compensation $40,000.00 - $85,000.00 per year

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