Financial Services Representative – State Farm Agent Team Member

Adeinsurance; Katy (TX); Hybrid; USD 40,000 - 60,000; Full time

Benefits offered by this job

Training & development

Bonus based on performance

Competitive salary

Opportunity for advancement

Paid time off

401(k) matching

Flexible schedule

Health benefits

Job summary

Ade Oyejobi - State Farm Agent is seeking a Financial Services Representative to market financial products that manage everyday risks and educate customers on their financial options. Your analytical precision will help you serve clients and contribute to a successful agency.

You will work with the agent to establish and meet marketing goals, develop leads, schedule appointments, identify customer needs, and market appropriate products and services.

Qualifications

• Bachelor's degree in finance, economics, accounting, or related field.
• Must obtain relevant financial service licenses.
• Proven experience as a financial services representative.
• Knowledge of financial legislation.
• Proficiency with Microsoft Office.
• Strong mathematical skills.
• Analytical, organizational, and problem-solving abilities.
• Sales targets experience preferred.

Responsibilities

• Educate customers about insurance options using a needs-based review.
• Collaborate with the agent to meet marketing goals.
• Develop leads, schedule appointments, identify customer needs, and market products.

Skills

Analytical skills

Organizational skills

Problem-solving

Mathematical ability

Communication skills

Customer service

Sales skills

Education

Bachelor's degree in finance/economics/accounting

Tools

Microsoft Office

Job description

Full Time in Katy - TX - 77450

• Bonus based on performance
• Opportunity for advancement
• Paid time off
• 401(k) matching

ROLE DESCRIPTION
As a Financial Services Representative – State Farm Agent Team Member with Ade Oyejobi - State Farm Agent, 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

• Bachelor's degree in finance, economics, accounting, or a related field.
• 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.
• Successful track record of meeting sales goals/quotas preferred

BENEFITS

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

Compensation $40,000.00 - $60,000.00 per year

Financial Services Representative – State Farm Agent Team Member

Full Time in Katy - TX - 77450

Benefits

• Training & development
• Bonus based on performance
• Competitive salary
• Opportunity for advancement
• Paid time off
• 401(k) matching
• Flexible schedule

ROLE DESCRIPTION
As a Financial Services Representative – State Farm Agent Team Member with Ade Oyejobi - State Farm Agent, 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

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

BENEFITS

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

Compensation $40,000.00 - $60,000.00 per year

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