Financial Services Representative - State Farm Agent Team Member

Paul Hoffman - State Farm Agent; Philadelphia (Philadelphia County); On-site; USD 42,000 - 60,000; Full time

Benefits offered by this job

Opportunity for advancement

Paid time off

Training & development

Bonus based on performance

Competitive salary

Job summary

Paul Hoffman - State Farm Agent is seeking a Financial Services Representative to market financial products and educate customers on options. You will support daily insurance and financial services activities, leveraging consultative approach and analytical precision to help clients manage risks.

This role emphasizes building relationships, following up with prospects, and meeting sales goals while delivering strong customer service; rewards include advancement opportunities, PTO, training, and

Qualifications

• Strong communication skills.
• Sales or customer-facing experience.
• Self-motivated and goal oriented.
• Insurance license preferred (or willingness to obtain).

Responsibilities

• Develop and maintain strong relationships with new and existing customers.
• Identify customer needs and recommend appropriate insurance products and coverage.
• Generate new business through leads, referrals, networking, and outbound calls.
• Follow up with prospects and customers to build long-term relationships.
• Educate customers on Auto, Home, Life, and other insurance products.
• Prepare quotes, explain coverage options, and assist customers through the sales process.
• Meet individual and team sales goals while providing excellent customer service.
• Maintain accurate customer records and follow agency procedures.
• Stay current on insurance products, licensing requirements, and industry changes.

Skills

Strong communication skills

Sales experience

Self-motivation

Licensing willingness

Job description

Benefits:

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

ROLE DESCRIPTION:

As a Financial Services Representative - State Farm Agent Team Member with Paul Hoffman - 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:

• Develop and maintain strong relationships with new and existing customers.
• Identify customer needs and recommend appropriate insurance products and coverage.
• Generate new business through leads, referrals, networking, and outbound calls.
• Follow up with prospects and customers to build long-term relationships.
• Educate customers on Auto, Home, Life, and other insurance products.
• Prepare quotes, explain coverage options, and assist customers through the sales process.
• Meet individual and team sales goals while providing excellent customer service.
• Maintain accurate customer records and follow agency procedures.
• Stay current on insurance products, licensing requirements, and industry changes.

QUALIFICATIONS:

• Strong communication skills
• Sales or customer-facing experience
• Self-motivated and goal oriented
• Insurance license preferred (or willingness to obtain)