Financial Services Representative – State Farm Agent Team Member

Theo Franklin; Houston (TX); On-site; USD 40,000 - 60,000; Part time

Benefits offered by this job

Bonus based on performance

Competitive salary

Flexible schedule

Paid time off

Health benefits

Job summary

Theo Franklin - State Farm Agent is looking for a Financial Services Representative in Houston, Texas. In this role, you will utilize your financial product knowledge to assist customers with their insurance needs, establish marketing goals, and ensure a customer-focused, consultative process.

The position requires a Bachelor’s degree in finance or a related field, proficiency with Microsoft Office, and the ability to work 20 to 30 hours weekly. Enjoy benefits such as a competitive salary, bonuses, and training opportunities.

Qualifications

• Ability to work 20 to 30 hours per week.
• Must be able to obtain relevant financial service licenses.
• Proven experience working as a financial services representative.

Responsibilities

• Use a customer-focused approach to educate customers about insurance options.
• Work with the agent to establish and meet marketing goals.
• Develop leads, schedule appointments, and identify customer needs.

Skills

Proficient knowledge of financial products

Excellent analytical skills

Effective communication skills

Strong mathematical skills

Exceptional customer service skills

Education

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

Tools

Microsoft Office

Job description

Benefits

• Bonus based on performance
• Competitive salary
• Employee discounts
• Flexible schedule
• Paid time off
• Training & development
• Salary plus commission/bonus
• Health benefits
• Profit sharing
• Growth potential/Opportunity for advancement within my office
• Office weekly bonuses
• Individual weekly bonuses
• Holiday dinners/Team building luncheons/Birthday luncheons

About Us

As a Financial Services Representative with Theo Franklin State Farm, you will successfully market the financial products that manage everyday risks. We work in a dynamic and relaxed environment where you will be able to use your skillset to the fullest. Our team has over 70 years of combined experience to help you meet your goals. At Theo Franklin State Farm, we try to have "fun" while helping our customers meet their needs. Our office is a place where you get the opportunity to make a great living while at the same time you are making a difference in our customers lives!!!

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.
• Take a sales-minded and consultive approach to educate customers on their financial options

Qualifications

• Proficient knowledge if financial products
• Bachelor's degree in finance, economics, accounting, or a related field.
• Ability to work 20 to 30 hours per week
• Must be able to obtain relevant financial service licenses.
• Proven experience working as a financial services representative.
• 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.
• Successful track record of meeting sales goals/quotas preferred