Financial Services Representative - State Farm Agent Team Member

Kristin Staropoli State Farm Insurance; Tigard (OR); On-site; USD 70,000 - 80,000; Full time

Benefits offered by this job

401(k) matching

Bonus based on performance

Health insurance

Paid time off

Job summary

Kristin Staropoli State Farm Insurance in Tigard, OR is seeking a Financial Services Representative - State Farm Agent Team Member to market and educate customers on financial products that help manage everyday risks. You will apply a consultative, needs-based approach to helping clients explore their insurance and financial options.

With 2+ years in insurance or finance and a Life/Health license, you will conduct appointments, identify customer needs, and recommend appropriate products,

Qualifications

• 2+ years of experience in insurance or financial field.
• Life/Health insurance license required.
• FINRA Series 6, 63 and 65 licenses preferred.
• Strong analytical, organizational, and problem-solving skills.

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.

Skills

Customer-focused

Needs-based review

Sales

Communication

Interpersonal skills

Analytical

Problem-solving

Job description

Full Time in Tigard - OR

Replies within 24 hours

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

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.

Compensation $70,000.00 - $80,000.00 per year

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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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