Financial Services Representative – State Farm Agent Team Member

State Farm Agent

Orange (CT)

On-site

USD 50,000 - 110,000

Full time

14 days+

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Benefits offered by this job

Hourly plus commission/bonus

Paid time off (vacation and personal/sick days)

401k & Matching

Life Insurance

Team bonuses for performance

Growth potential/Opportunity for advancement

Training & Development through State Farm

Job summary

A leading insurance firm is seeking a Financial Services Representative to join their team in Orange, CT. The role involves marketing financial products, educating customers on options, and providing exceptional service. Ideal candidates will have a bachelor's degree in finance or a related field and a passion for helping others manage their financial futures.

Qualifications

Bachelor's degree required.
Proven experience as a financial services representative preferred.
Must obtain relevant financial service licenses.

Responsibilities

Help people plan for and retire comfortably.
Educate customers about insurance & financial options.
Develop leads, schedule appointments, and identify customer needs.

Skills

Analytical skills

Organizational skills

Problem-solving skills

Communication skills

Customer service skills

Mathematical skills

Education

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

Tools

Microsoft Office applications

Job description

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OUR AGENCY

Our Agency prides ourselves on serving the needs of each customer. We are regularly recognized for providing outstanding service by our customers. We are a competitive team that strives to win and get better every day. We have been recognized with many State Farm awards. My personal goal is to coach and mentor each team member to reach their full potential.

Role Description

As a Financial Services Representative with Kevin Piscitelli State Farm Insurance & Financial Services, 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

Help people plan for and retire comfortably
Use a customer-focused, needs-based review process to educate customers about insurance & financial options.
Work with the agent to establish and meet marketing goals
Develop leads, schedule appointments, identify customer needs, and market appropriate products and services.
Handle insurance reviews and financial appointments with customers

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

Hourly plus commission/bonus
Paid time off (vacation and personal/sick days)
401k & Matching
Life Insurance
Team bonuses for performance
Growth potential/Opportunity for advancement (Agent Aspirant Program)
Training & Development through State Farm and other Industry Leaders

Compensation: $50,000.00 - $110,000.00 per year

Ready to Launch Your Career?

Our team is comprised of results-oriented individuals that are serious about their development.

About Our Agency

Our mission is to help people manage the risks of everyday life, recover from the unexpected and realize their dreams.
Our office is located in Orange, CT.

Apply now and let us put you on the path to success.

State Farm agents are independent contractors who hire their own employees. State Farm agents’ employees are not employees of State Farm. Agents are responsible for and make all employment decisions regarding their employees.

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