Financial Services Representative – State Farm Agent Team Member

Kristy Beal - State Farm Agent; Lincoln (NE); On-site; USD 40,000 - 60,000; Full time

Benefits offered by this job

401(k)

401(k) matching

Bonus based on performance

Company parties

Competitive salary

Employee discounts

Flexible schedule

Health insurance

Opportunity for advancement

Paid time off

Profit sharing

Training & development

Salary plus commission/bonus/spiffs

No Scheduled Weekends

Valuable experience

Job summary

Justin Kenney - State Farm Agent in Lincoln, Nebraska, is hiring a Financial Services Specialist. In this role, you will establish customer relationships, provide exceptional service, and assist with financial service product marketing. The ideal candidate has a background in sales and a bachelor's degree in finance or economics. This opportunity allows for significant income potential and career growth while promoting excellent customer experiences. Must be able to obtain necessary licenses.

Qualifications

• Sales experience (outside sales or inside sales, retail, or telemarketing) preferred.
• Excellent written, verbal, and listening communication skills.
• Interest in marketing products/services based on customer needs.

Responsibilities

• Establish customer relationships and follow up as needed.
• Work with the Marketing Associate team to assist with financial product acquisition.
• Provide prompt, accurate, and friendly customer service.
• Educate customers about insurance options using a needs-based review process.
• Develop leads, schedule appointments, and identify customer needs.

Skills

Sales experience

Excellent interpersonal skills

Excellent communication skills

Organizational skills

Self-motivated

Detail oriented

Proactive in problem solving

Ability to multi-task

Bilingual - Spanish preferred

Education

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

Job description

Benefits:

• 401(k)
• 401(k) matching
• Bonus based on performance
• Company parties
• Competitive salary
• Employee discounts
• Flexible schedule
• Health insurance
• Opportunity for advancement
• Paid time off
• Profit sharing
• Training & development
• Salary plus commission/bonus/spiffs
• No Scheduled Weekends
• Valuable experience

Position Overview

Successful State Farm Agent is seeking a qualified professional to join their winning team for the role of Financial Services Specialist. We seek an energetic professional interested in helping our business grow through value-based conversations and remarkable customer experience. If you are a motivated self-starter who thrives in a fast-paced environment, then this is your opportunity for a rewarding career with excellent income and growth potential.

Responsibilities

• Establish customer relationships and follow up with customers, as needed.
• Work and collaborate with the Marketing Associate team to train, teach and assist with financial service product acquisition.
• 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.

Requirements

• Sales experience (outside sales or inside sales representative, retail sales associate, or telemarketing) preferred
• Bachelor's degree in finance, economics, accounting, or a related field preferred.
• Interest in marketing products and services based on customer needs
• Excellent interpersonal skills
• 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
• Proactive in problem solving
• Dedicated to customer service
• Able to learn computer functions
• Ability to multi-task
• Ability to make presentations to potential customers
• Achieve mutually agreed upon marketing goals
• Ability to effectively relate to a customer
• Bilingual - Spanish preferred
• Property and Casualty license (must be able to obtain)
• Life and Health license (must be able to obtain)
• Selected candidate is expected to remain current in product changes, licensing, technical developments, and continuing education
• Must be available to work the following schedule: Monday thru Friday