Financial Services Representative – State Farm Agent Team Member

Danrosensfagent; Illinois; Hybrid; USD 40,000 - 50,000; Full time

Benefits offered by this job

401(k) matching

Flexible schedule

Opportunity for advancement

Paid time off

Company parties

Competitive salary

Training & development

Job summary

State Farm Agent Team Member in Carlyle, IL seeks a Financial Services Representative to join a local office. Responsibilities include building relationships, delivering excellent customer service, educating clients on insurance options, and supporting marketing goals.

Compensation includes salary plus commission/bonus, with paid time off and flexible hours. Growth opportunities are emphasized, with ongoing training and development.

Qualifications

• Interest in marketing products and services based on customer needs.
• 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
• Detail oriented
• Dedicated to customer service
• Ability to make presentations to potential customers
• Ability to effectively relate to a customer
• Property and Casualty license (must be able to obtain)

Responsibilities

• Establish customer relationships and follow up with customers as needed.
• Provide prompt, accurate, and friendly customer service including inquiries about insurance options, coverage, policy changes, transfers, claims, and billing.
• Educate customers about insurance options using a needs-based review process.
• Work with the agent to establish and meet marketing goals.
• Develop leads, schedule appointments, identify customer needs, and market products and services.
• Maintain a strong work ethic with commitment to success daily.

Skills

Customer service

Communication

Presentation skills

People-oriented

Self-motivated

Detail oriented

Organizational skills

Licensing (Property & Casualty)

Job description

Financial Services Representative – State Farm Agent Team Member

Full Time in Carlyle - IL

Benefits

• 401(k) matching
• Flexible schedule
• Opportunity for advancement
• Paid time off
• Company parties
• Competitive salary
• Training & development

Position Overview

Looking for a part-time job that provides meaningful work and competitive compensation? Consider a position in a State Farm Agent's office.

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.

As an Agent Team Member, you will receive...

• Salary plus commission/bonus
• Paid time off (vacation and personal/sick days)
• Flexible hours
• Growth potential/Opportunity for advancement within my agency
• Valuable experience

Requirements

• Interest in marketing products and services based on customer needs
• 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
• Detail oriented
• Dedicated to customer service
• Ability to make presentations to potential customers
• Ability to effectively relate to a customer
• Property and Casualty license (must be able to obtain)

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.

Compensation $40,000.00 - $50,000.00 per year

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