Financial Services Representative – State Farm Agent Team Member

State Farm Agent; Greenville (NC); On-site; USD 40,000 - 80,000; Full time

Job summary

An established industry player is seeking a dynamic Financial Services Representative to join their team. This role offers a unique opportunity to engage with clients, providing valuable insights and support in navigating financial products. The ideal candidate will thrive in a fast-paced environment and is driven by the desire to help others manage their risks and achieve their dreams. With a strong emphasis on customer service and interpersonal communication, this position promises not only a rewarding career but also ample opportunities for professional growth and advancement. Join a team that values your contributions and offers a supportive atmosphere for success.

Benefits

401(k) matching

Bonus based on performance

Company car

Company parties

Competitive salary

Free food & snacks

Health insurance

Opportunity for advancement

Paid time off

Parental leave

Qualifications

• 3+ years' experience in Financial Services Sales.
• Proven track record in sales and customer service.

Responsibilities

• Establish and maintain customer relationships.
• Provide accurate and friendly customer service.
• Educate customers about insurance options.

Skills

Financial Services Sales

Customer Service

Interpersonal Skills

Communication Skills

Organizational Skills

Self-Motivation

Education

Series 6

Series 63

Series 65

Bachelor's Degree

Job description

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Position Overview

Successful State Farm Agent is seeking a qualified professional to join their winning team for the role of Financial Services Rep. We seek an energetic professional interested in helping our business grow through value-based conversations and remarkable customer experience. If you are a motivated self-starter who thrives in a fast-paced environment, then this is your opportunity for a rewarding career with excellent income and growth potential.

Benefits

• 401(k) matching
• Bonus based on performance
• Company car
• Company parties
• Competitive salary
• Free food & snacks
• Health insurance
• Opportunity for advancement
• Paid time off
• Parental leave
• Profit sharing
• Training & development
• Wellness resources

Responsibilities

• Establish customer relationships and follow up with customers, as needed.
• Provide prompt, accurate, and friendly customer service. Service can include responding to inquiries regarding insurance availability, eligibility, coverages, policy changes, transfers, claim submissions, and billing clarification.
• 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.
• Maintain a strong work ethic with a total commitment to success each and every day.

Requirements

• Series 6, 63, 65
• Must have proven track record of Financial Services Sales
• 3+ years' prior experience in Financial Services Sales
• Interest in marketing products and services based on customer needs
• Excellent interpersonal skills
• Excellent communication skills - written, verbal and listening
• Enthusiastic about the role insurance and financial products play in helping people manage the risks of everyday life, recover from the unexpected, and realize their dreams
• People-oriented
• Organizational skills
• Self-motivated

If you are motivated to succeed and can see yourself in this role, please complete our application. We will follow up with you on the next steps in the interview process.

This position is with a State Farm independent contractor agent, not with State Farm Insurance Companies. Employees of State Farm agents must be able to successfully complete any applicable licensing requirements and training programs. State Farm agents are independent contractors who hire their own employees. State Farm agents’ employees are not employees of State Farm.

Do you want a career and not just a job?

If you want to work in an environment that is fun, challenging, and rewarding, then Cory Kennedy - State Farm Agent may be the right fit for you!

About Our Agency

• Our mission is to help people manage the risks of everyday life, recover from the unexpected and realize their dreams.
• Our office is located in Greenville, NC.
• I have been a State Farm agent since 2006.
• I am a proud graduate of East Carolina University.
• Our agency has received awards including: President's Club, Chairman's Circle, Ambassador Travel, Legion of Honor, Million Dollar Round Table, Senior Vice President's Club, National Quality Award, Silver Scroll, and Bronze Tablet
• Additional languages spoken: Spanish

We look forward to speaking with you!

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.

Additional Details

• Seniority level: Mid-Senior level
• Employment type: Full-time
• Job function: Finance and Sales
• Industries: Insurance

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