Financial Services Representative - State Farm Agent Team Member

Michelle Boden - State Farm Agent; Lincoln (NE); On-site; USD 45,000 - 95,000; Full time

Benefits offered by this job

401(k) matching

Bonus based on performance

Paid time off

Training & development

Job summary

Michelle Boden - State Farm Agent in Lincoln, Nebraska is looking for a dedicated Insurance and Financial Services Position - State Farm Team Member. You will play a vital role in client relations, ensuring customers' success by providing comprehensive advice on insurance and financial products.

This position offers a salary between $45,000 and $95,000 per year along with benefits including 401(k) matching, performance bonuses, and paid time off. A background in sales and related licenses is preferred.

Qualifications

• Sales experience in retail, telemarketing or as a sales representative is preferred.
• Self-motivated with a successful track record of meeting sales goals.
• Ability to present insurance and financial products to customers.

Responsibilities

• Develop and maintain client relationships in insurance and financial services.
• Assist clients with retirement planning and investment management.
• Stay current with market trends and product offerings.

Skills

Sales experience

Detail oriented

Presentation skills

Education

Property and Casualty license

Life and Health license

Series 6 and 63

Job description

Benefits

• 401(k) matching
• Bonus based on performance
• Paid time off
• Training & development

Role Description

As Insurance and Financial Services Position - State Farm Team Member for Michelle Boden - State Farm Agent, you are vital to our daily business operations and customers’ success. You grow our agency through meaningful client relations and acting as a liaison between customer needs and agency departments. You improve the lives of our customers by proactively marketing relevant products and services.

Grow your career as you better your community. As an attentive, sociable, and sales-minded professional, we are eager to have you on our team.

Responsibilities

• Develop and maintain client relationships in insurance and financial services.
• Provide clients with comprehensive financial planning and insurance advice.
• Assist clients with retirement planning, investment management, and insurance needs.
• Stay current with market trends and product offerings.

Requirements

• Sales experience (outside sales or inside sales representative, retail sales associate, or telemarketing) preferred.
• Successful track record of meeting sales goals/quotas preferred.
• 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.
• Self-motivated.
• Detail oriented.
• Ability to make presentations to potential customers.
• Property and Casualty license (must be able to obtain).
• Life and Health license (must be able to obtain).
• Series 6 and 63 (must be able to obtain).

Compensation

$45,000.00 - $95,000.00 per year