Financial Services Representative - State Farm Agent Team Member

Nasima Moody - State Farm Agent; Florida; On-site; USD 42,000 - 65,000; Full time

Benefits offered by this job

Bonus based on performance

Competitive salary

Opportunity for advancement

Paid time off

Training & development

Job summary

Nasima Moody - State Farm Agent is seeking a Financial Services Representative to market and sell financial products, educate customers on options, and strengthen relationships with clients in Florida. The role emphasizes a consultative approach and sales-minded service to manage everyday risks for clients.

You will analyze customer needs, stay updated on licensing requirements, and contribute to agency growth while delivering excellent customer service and accurate record-keeping.

Qualifications

• Clear communication and sales/customer service experience.
• Goal-oriented with self-motivation.
• Insurance license preferred or willing to obtain/licensing requirements.

Responsibilities

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

Skills

Strong communication

Sales or customer-facing experience

Self-motivated and goal oriented

Insurance license preferred

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 Nasima Moody - 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

• 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)