Financial Services Representative – State Farm Agent Team Member

Ade Oyejobi - State Farm Agent; Katy (TX); On-site; USD 45,000 - 70,000; Full time

Benefits offered by this job

Salary plus commission/bonus

Paid time off

Health benefits

Profit sharing

Advancement opportunities

Job summary

Ade Oyejobi - State Farm Agent is seeking a Financial Services Representative to market financial products and educate customers on their options. You will apply a consultative, needs-based approach to risk management and financial planning while supporting agency growth.

You will develop leads, schedule meetings, meet sales quotas, and work closely with the agent to reach marketing goals. A strong background in finance and licensing is preferred, with excellent communication and customer

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.
• Excellent analytical, organizational, and problem-solving skills.
• Effective communication skills.
• Exceptional customer service skills.

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

Communication skills

Analytical skills

Problem-solving

Organizational skills

Customer service

Mathematical skills

Sales oriented

Attention to detail

Education

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