Financial Services Representative – State Farm Agent Team Member

Dylan Schaefer - State Farm Agent; Greenville (SC); On-site; USD 55,000 - 100,000; 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

Dylan Schaefer - State Farm Agent is seeking a Financial Services Representative in Greenville, South Carolina. This role involves marketing financial products and educating customers on their financial options using a consultative approach. A successful candidate will have strong analytical skills and a proven sales record.

The position offers a competitive salary structure and growth opportunities within the agency. Candidates should expect to develop leads, work closely with the agent, and help clients make informed insurance decisions.

Qualifications

• Must be able to obtain relevant financial service licenses.
• Proficiency in Microsoft Office applications is required.
• Excellent analytical, organizational, and problem-solving skills are necessary.
• A successful track record of meeting sales goals/quotas is 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

Proficiency in Microsoft Office applications

Excellent analytical skills

Organizational skills

Problem-solving skills

Sales experience

Education

Relevant financial service licenses

Job description

ROLE DESCRIPTION

As a Financial Services Representative with Dylan Schaefer 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.
• Proficiency in Microsoft Office applications.
• Excellent analytical, organizational, and problem-solving skills.
• Successful track record of meeting sales goals/quotas preferred.

BENEFITS

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

Compensation: $55,000.00 - $100,000.00 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.