Financial Services Representative – State Farm Agent Team Member

Jose Herrera - State Farm Agent; Arlington (VA); On-site; USD 40,000 - 70,000; Full time

Benefits offered by this job

Salary plus commission/bonus

Paid time off (vacation and personal/sick days)

Growth potential/Opportunity for advancement

Job summary

Join Jose Herrera - State Farm Agent as a Financial Services Representative. This role positions you to effectively market financial products and educate customers about their options. You will work closely with the agent to establish marketing goals and achieve sales targets.

The ideal candidate will hold a Bachelor's degree in a related field and possess strong analytical, organizational, and communication skills. The position offers a salary plus commission/bonus with opportunities for growth.

Qualifications

• Bachelor's degree in finance, economics, accounting, or a related field.
• Ability to obtain relevant financial service licenses (Life, Series 6/63/65, SIE).
• Sound knowledge of financial legislation.

Responsibilities

• Use a customer-focused, needs-based review process to educate customers.
• Work with the agent to establish and meet marketing goals.
• Develop leads, schedule appointments, and market appropriate products.

Skills

Communication skills

Customer service skills

Analytical skills

Mathematical skills

Education

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

Tools

Microsoft Office

Job description

Financial Services Representative State Farm Agent Team Member

As a Financial Services Representative State Farm Agent Team Member with Jose Herrera - 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/financial 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. (Life, Series 6/63/65, SIE)
• Sound knowledge of financial legislation.
• Proficiency in Microsoft Office applications.
• Strong mathematical skills.
• Excellent analytical, organizational, and problem-solving skills.
• Effective communication skills.
• Exceptional customer service skills.

Benefits:

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

Flexible work from home options available.

Compensation: $40,000.00 - $70,000.00 per year

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.