Financial Services Representative – State Farm Agent Team Member

Rockwallinsuranceguy; Rowlett (TX); On-site; USD 60,000 - 90,000; Full time

Benefits offered by this job

Salary plus commission/bonus

Paid time off

Flexible hours

Profit sharing

Growth potential

Hiring bonus

Job summary

A local insurance agency in Rowlett, TX is seeking a Financial Services Representative to market financial products and educate customers on insurance options. This full-time position offers a competitive salary with commission and benefits including paid time off and profit sharing. Candidates should possess strong analytical and communication skills, with a successful track record in sales preferred.

Qualifications

• Must obtain relevant financial service licenses.
• Proficiency in Microsoft Office applications.
• Strong mathematical and analytical skills.
• Effective communication and customer service skills.
• Successful track record of meeting sales goals/quotas preferred.

Responsibilities

• Educate customers about insurance options using a needs-based review process.
• Work with the agent to set and achieve marketing goals.
• Develop leads and schedule appointments to market products.

Skills

Customer service

Effective communication

Analytical skills

Organizational skills

Proficient in Microsoft Office

Mathematical skills

Job description

Replies within 24 hours

ROLE DESCRIPTION As a Financial Services Representative – State Farm Agent Team Member with Travis Barton - 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

• 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

• Must be able to obtain relevant financial service licenses.
• 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)
• Flexible hours
• Profit sharing
• Growth potential/Opportunity for advancement within my office
• Hiring bonus

Compensation $60,000.00 - $90,000.00 per year

Financial Services Representative – State Farm Agent Team Member

Full Time in Rowlett, TX

Responsive recruiter Replies within 24 hours

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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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