Financial Services Representative – State Farm Agent Team Member

Grant Buckner; Pennsylvania; On-site; USD 40,000 - 70,000; Full time

Job summary

Grant Buckner State Farm is seeking a Financial Services Representative to market financial products and provide customers with informed decision-making on their financial options. The role emphasizes analytical precision, customer service, and collaboration with the agent to meet marketing goals while fostering growth within the agency.

Benefits

Bonus based on performance

Competitive salary

Opportunity for advancement

Paid time off

Health benefits

Profit sharing

Qualifications

• Proven experience working as a financial services representative.
• Must be able to obtain relevant financial service licenses.
• Sound knowledge of financial legislation.

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, and market appropriate products and services.

Skills

Customer service

Analytical skills

Mathematical skills

Communication skills

Organizational skills

Problem-solving skills

Education

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

Tools

Microsoft Office

Job description

Benefits:

• Bonus based on performance
• Competitive salary
• Opportunity for advancement
• Paid time off

ROLE DESCRIPTION:
As a Financial Services Representative with Grant Buckner State Farm, 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:

• 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.

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:

• Salary plus commission/bonus
• Paid time off (vacation and personal/sick days)
• Health benefits
• Profit sharing
• Growth potential/Opportunity for advancement within my office