Financial Services Representative – State Farm Agent Team Member

Justin Manuel - State Farm Agent; Gate City (VA); On-site; USD 45,000 - 75,000; Full time

Benefits offered by this job

Bonus based on performance

Opportunity for advancement

Paid time off

Training & development

Competitive salary

Job summary

Justin Manuel State Farm Agent is seeking a Financial Services Representative to educate customers about insurance and financial options, using a needs-based consultative approach. You will work with the agent to set marketing goals, develop leads, and schedule appointments to grow the agency's business.

The role emphasizes sales performance, customer service excellence, and proficiency with Microsoft Office while offering paid time off and opportunities for advancement in a supportive,

Qualifications

• Must be able to obtain relevant financial service licenses.
• Proven experience working as a financial services representative.
• Proficiency in Microsoft Office applications.
• Strong mathematical skills.
• Excellent analytical, organizational, and problem-solving skills.
• Effective communication skills.
• Exceptional customer service 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.
• Work with the agent to establish and meet marketing goals
• Develop leads, schedule appointments, identify customer needs, and market appropriate products and services.

Skills

Sales

Customer Service

Financial Products

Microsoft Office

Analytical Skills

Tools

Microsoft Office

Job description

Benefits:

• Bonus based on performance
• Opportunity for advancement
• Paid time off
• Training & development
• Competitive salary

ROLE DESCRIPTION:

As a Financial Services Representative with Justin Manuel State Farm, 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.
• Proficiency in Microsoft Office applications.
• Strong mathematical skills.
• Excellent analytical, organizational, and problem-solving skills.
• Effective communication skills.
• Exceptional customer service skills.
• Successful track record of meeting sales goals/quotas preferred

BENEFITS:

• Salary plus commission/bonus
• Paid time off
• Growth potential/Opportunity for advancement within my office