Financial Services Rep - Growth, Benefits & Bonus Potential

Toni Threadgill; Texas; On-site; USD 28,413 - 40,467; Full time

Benefits offered by this job

401(k) matching

Health insurance

Dental insurance

Vision insurance

Paid time off

Salary plus commission/bonus

Job summary

A State Farm Agency in Emory, TX, seeks a Financial Services Representative to market financial products and educate customers on financial options. The ideal candidate has a background in financial services, strong analytical and communication skills, and the ability to obtain relevant licenses. This full-time position also offers competitive compensation and numerous benefits including 401(k) matching and health insurance.

Qualifications

• Must be able to obtain relevant financial service licenses.
• Proven experience working as a financial services representative.
• Sound knowledge of financial legislation.
• Strong mathematical 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.
• Develop leads, schedule appointments, identify customer needs, and market appropriate products and services.
• Work with the agent to establish and meet marketing goals.

Skills

Customer service skills

Communication skills

Analytical skills

Organizational skills

Mathematical skills

Tools

Microsoft Office

Job description

Full Time in Emory, Texas

Replies within 24 hours

• 401(k) matching
• Health insurance
• Opportunity for advancement
• Paid time off
• Vision insurance

ROLE DESCRIPTION
As a Financial Services Representative – State Farm Agent Team Member with Toni Threadgill - 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

• 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)
• 401(k) matching
• Growth potential/Opportunity for advancement within my office

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.