Financial Services Representative – State Farm Agent Team Member

Brian Wiggins - State Farm Agent; Madison (AL); On-site; USD 42,000 - 64,000; Full time

Benefits offered by this job

Company Simple IRA Matching

Company Simple IRA

Bonus based on performance

Competitive salary

PTO

Job summary

Brian Wiggins - State Farm Agent is seeking a Financial Services Representative to market and educate customers on insurance and financial options. You will develop leads, schedule appointments, and meet marketing goals while delivering strong customer service.

The role emphasizes a consultative approach, growth within the office, and adherence to applicable financial regulations. A finance-related degree and proper licensing are required.

Qualifications

• Bachelor's degree in finance, economics, accounting, or a related field.
• Must have current license in Life Insurance and a License in Series 6, 63, 65, 7 or comparable
• Proven experience working as a financial services representative.
• Sound knowledge of financial legislation.
• Strong mathematical skills.
• 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.
• Prospect Current Large book of business for Retirement planning services

Skills

Analytical skills

Mathematical skills

Communication

Customer service

Education

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

Job description

Benefits

• Company Simple IRA Matching
• Company Simple IRA
• Bonus based on performance
• Competitive salary
• Opportunity for advancement
• Paid time off
• Training & development
• Flexible schedule

Role Description

As a Financial Services Representative – State Farm Agent Team Member with Brian Wiggins - 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.

Benefits

• Salary plus commission/bonus
• PTO
• No Weekend or Evening work expectations
• Growth potential/Opportunity for advancement within my office
• Signing bonus for pre-licensed professionals
• Commission paid monthly.

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.
• Prospect Current Large book of business for Retirement planning services

Qualifications

• Bachelor's degree in finance, economics, accounting, or a related field.
• Must have current license in Life Insurance and a License in Series 6, 63, 65, 7 or comparable
• Proven experience working as a financial services representative.
• Sound knowledge of financial legislation.
• Strong mathematical skills.
• Excellent analytical, organizational, and problem-solving skills.
• Effective communication skills.
• Exceptional customer service skills.