Financial Services Representative – State Farm Agent Team Member

Ade Oyejobi - State Farm Agent; Katy (TX); On-site; USD 55,000 - 75,000; Full time

Benefits offered by this job

Training & development

Performance bonus

Competitive salary

Advancement opportunities

Paid time off

401(k) matching

Flexible schedule

Job summary

Ade Oyejobi - State Farm Agent is seeking a Financial Services Representative to market financial products and educate customers on options. You will apply a consultative approach and analytical precision to support clients and grow the agency.

Role emphasizes need-based education, cooperation with the agent on marketing goals, and development of leads and appointments to meet client needs. Strong sales focus and customer service are essential.

Qualifications

• Bachelor's degree in finance, economics, accounting, or a related field.
• Must be able to obtain relevant financial service licenses.
• Proven experience 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.
• Track record of meeting sales goals/quotas (preferred).

Responsibilities

• Use a 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

Analytical skills

Organizational skills

Problem-solving

Communication skills

Customer service

Sales mindset

Education

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

Tools

Microsoft Office

Job description

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