Financial Services Pro - Insurance & Growth Coach

Kylewoosley; Bowling Green (KY); On-site; USD 35,000 - 50,000; Full time

Benefits offered by this job

Salary plus commission/bonus

Job summary

Kyle Woosley - State Farm Agent is seeking a Financial Services Representative to join a results-driven team in Bowling Green, KY. The role focuses on value-based conversations, educating clients about insurance options, and delivering exceptional customer experiences.

The position offers salary plus commission/bonus, with growth potential in a fast-paced agency environment run by a State Farm Agent. Strong communication and proactive problem-solving skills are essential for success.

Qualifications

• Successful track record of meeting sales goals/quotas preferred
• Excellent communication skills - written, verbal and listening
• Enthusiastic about the role insurance and financial products
• People-oriented
• Self-motivated
• Proactive in problem solving
• Ability to make presentations to potential customers
• Knowledge of financial services products
• Knowledge of life products
• Knowledge of health products
• Ability to explain complex financial issues in understandable terms
• Life and Health license (must be able to obtain)

Responsibilities

• Establish customer relationships and follow up with customers, as needed.
• Use a customer-focused, needs-based review process to educate customers about insurance options.
• Develop leads, schedule appointments, identify customer needs, and market appropriate products and services.

Skills

Sales goals achievement

Communication skills

Customer-focused

People-oriented

Self-motivated

Problem solving

Presentation skills

Financial services knowledge

Life products knowledge

Health products knowledge

Explain complex financial issues

Life and Health license (obtainable)

Job description

Kyle Woosley - State Farm Agent is seeking a Financial Services Representative to join a results-driven team in Bowling Green, KY. The role focuses on value-based conversations, educating clients about insurance options, and delivering exceptional customer experiences.

The position offers salary plus commission/bonus, with growth potential in a fast-paced agency environment run by a State Farm Agent. Strong communication and proactive problem-solving skills are essential for success.