Financial Services Representative - State Farm Agent Team Member

Kristin Staropoli - State Farm Agent; Tigard (OR); Vor Ort; USD 45.000 - 75.000; Vollzeit

Benefits dieser Stelle

401(k) matching

Bonus based on performance

Health insurance

Paid time off

Training & development

Zusammenfassung

Kristin Staropoli - State Farm Agent is seeking a Financial Services Representative to educate customers on insurance options, conduct needs-based reviews, and market financial products. The role emphasizes financial planning guidance, a consultative approach, and meeting sales goals with support for licenses where available.

As a team member at a State Farm Agent office, you will collaborate with clients to assess risks, offer suitable products, and provide ongoing reviews to optimize financial

Qualifikationen

• 2+ years of experience in insurance or a relevant financial field.
• Life/Health insurance license is required.
• Strong analytical, organizational and problem-solving abilities.
• Excellent communication and interpersonal skills.
• Proven track record of meeting sales goals or quotas.
• FINRA Series 6, 63, and 65 licenses preferred.

Aufgaben

• Educate customers about insurance options using a needs-based review process.
• Conduct appointments, identify customer needs, and market appropriate products and services.
• Provide clients with financial planning and investment advice (Series licenses if available).
• Conduct financial reviews and recommend appropriate products.

Kenntnisse

Analytical skills

Organizational skills

Problem-solving skills

Communication skills

Interpersonal skills

Sales orientation

Ausbildung

Life/Health insurance license

Jobbeschreibung

Benefits:

• 401(k) matching
• Bonus based on performance
• Health insurance
• Paid time off
• Training & development

ROLE DESCRIPTION:

As a Financial Services Representative - State Farm Agent Team Member with Kristin Staropoli - 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.
• Conduct appointments, identify customer needs, and market appropriate products and services.
• Provide clients with financial planning and investment advice (if you have your Series 6, 63, & 65 licenses -- if not, I can help you obtain these)
• Conduct financial reviews and recommend appropriate products.

QUALIFICATIONS:

• 2+ years of experience in insurance or a relevant financial field.
• Life/Health insurance license (required).
• Excellent analytical, organizational, and problem-solving skills.
• Effective communication & interpersonal skills.
• Successful track record of meeting sales goals/quotas.
• FINRA Series 6, 63 and 65 licenses preferred.