Financial Services Representative - State Farm Agent Team Member

Erin Doan - State Farm Agent; Ludington (MI); Vor Ort; USD 52.000 - 68.000; Vollzeit

Benefits dieser Stelle

Health insurance

Opportunity for advancement

Paid time off

Training & development

Vision insurance

401(k) matching

Dental insurance

Zusammenfassung

Erin Doan - State Farm Agent is seeking a Financial Services Representative to market financial products, educate customers on options, and support agency growth. You will apply analytical precision to advisement and build lasting client relationships.

Responsibilities include consulting on planning and investments, developing leads, portfolio management, and ensuring regulatory compliance while delivering prompt service. A fit for a sales-minded, customer-focused professional.

Qualifikationen

• 2+ years of experience in financial services.
• Experience in sales (outside sales or inside sales) preferred.
• Interest in marketing products based on customer needs.
• Analytical and communication skills.
• Able to relate to customers.
• Life and Health License (or willingness to obtain).
• Series 6/63/65 or SIE licenses preferred.

Aufgaben

• Consult customers with financial planning and investment options.
• Develop leads, schedule appointments, identify customer needs, and market products and services to help meet those needs.
• Establish customer relationships and assist customers with portfolio management and asset allocation.
• Conduct financial reviews and recommend appropriate products to promote successful and long-lasting customer relations.
• Provide prompt, accurate, and friendly customer service including inquiries regarding coverage, policy changes, transactions, and billing.
• Maintain compliance with financial regulations.

Kenntnisse

Experience in financial services

Sales experience

Analytical skills

Communication skills

Customer relationship ability

Life & Health license willingness

Series 6/63/65 or SIE familiarity

Jobbeschreibung

Benefits:

• Health insurance
• Opportunity for advancement
• Paid time off
• Training & development
• Vision insurance
• 401(k) matching
• Dental insurance

ROLE DESCRIPTION:

As a Financial Services Representative - State Farm Agent Team Member with Erin Doan - 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:

• Consult customers with financial planning and investment options.
• Develop leads, schedule appointments, identify customer needs, and market products and services to help meet those needs.
• Establish customer relationships and assist customers with portfolio management and asset allocation.
• Conduct financial reviews and recommend appropriate products to promote successful and long-lasting customer relations.
• Provide prompt, accurate, and friendly customer service. Service can include responding to inquiries regarding product availability, eligibility, coverages, policy changes, transfers, claim submissions, and billing clarification.
• Maintain compliance with financial regulations.

QUALIFICATIONS:

• 2+ years of experience in financial services.
• Experience in sales (outside sales or inside sales representative, retail sales associate, or telemarketing) preferred.
• Interest in marketing products and services based on customer needs.
• Analytical and communication skills.
• Able to effectively relate to customers.
• Life and Health License (or willingness to obtain)
• Series 6/63/65 or SIE licenses preferred.