Financial Services Representative - State Farm Agent Team Member

Stevecannoninsurance; Acworth (GA); On-site; USD 40,000 - 60,000; Full time

Benefits offered by this job

Bonus based on performance

Competitive salary

Opportunity for advancement

Paid time off

Training & development

Job summary

Steve Cannon - State Farm Agent is seeking a Financial Services Representative to market and explain insurance and financial products, helping customers assess needs and select appropriate coverage. You will build relationships and generate leads while maintaining records and staying current on product changes.

You will be responsible for meeting sales goals, delivering excellent service, and guiding clients through the underwriting and purchase process with a consultative approach.

Qualifications

• Strong communication skills and ability to explain insurance options clearly.
• Experience in sales or customer-facing roles is preferred.
• Self-motivated, goal-oriented and able to work toward targets.
• Insurance license is preferred or willingness to obtain one.

Responsibilities

• Develop and maintain strong relationships with new and existing customers.
• Identify customer needs and recommend appropriate insurance products and coverage.
• Generate new business through leads, referrals, networking, and outbound calls.
• Follow up with prospects and customers to build long-term relationships.
• Educate customers on Auto, Home, Life, and other insurance products.
• Prepare quotes, explain coverage options, and assist customers through the sales process.
• Meet individual and team sales goals while providing excellent customer service.
• Maintain accurate customer records and follow agency procedures.
• Stay current on insurance products, licensing requirements, and industry changes.

Skills

Strong communication

Sales or customer-facing experience

Self-motivated and goal oriented

Job description

Benefits:

• Bonus based on performance


• Competitive salary


• Opportunity for advancement


• Paid time off


• Training & development

ROLE DESCRIPTION:

As a Financial Services Representative - State Farm Agent Team Member with Steve Cannon - 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.

RESPONSIBILITIES:

• Develop and maintain strong relationships with new and existing customers.


• Identify customer needs and recommend appropriate insurance products and coverage.


• Generate new business through leads, referrals, networking, and outbound calls.


• Follow up with prospects and customers to build long-term relationships.


• Educate customers on Auto, Home, Life, and other insurance products.


• Prepare quotes, explain coverage options, and assist customers through the sales process.


• Meet individual and team sales goals while providing excellent customer service.


• Maintain accurate customer records and follow agency procedures.


• Stay current on insurance products, licensing requirements, and industry changes.

QUALIFICATIONS:

• Strong communication skills


• Sales or customer-facing experience


• Self-motivated and goal oriented


• Insurance license preferred (or willingness to obtain)