Financial Services Representative – State Farm Agent Team Member

State Farm; Town of Florida (NY); On-site; USD 36,000 - 44,000; Full time

Benefits offered by this job

Bonus based on performance

Free food & snacks

Opportunity for advancement

Paid time off

Job summary

State Farm is seeking a Financial Services Rep in Jupiter, FL to market and educate customers on financial options that complement their insurance needs. You will work with an agent to reach marketing goals and develop leads through a consultative, needs-based approach.

The role requires a finance-related degree and licenses, strong math and analytical abilities, and a proven sales record. Compensation includes salary plus commission with opportunities for advancement within the office.

Qualifications

• Bachelor's degree or higher in finance, economics, accounting, or a related field.
• Must be able to obtain relevant financial service licenses.
• Proven experience as a financial services representative.
• Sound knowledge of financial legislation.
• Proficiency in Microsoft Office applications.
• Strong mathematical, analytical, organizational, and problem-solving skills.
• Successful track record of meeting sales goals/quotas preferred.

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.

Skills

Microsoft Office

Mathematical skills

Analytical skills

Organizational skills

Problem-solving skills

Sales goals/quotas experience

Education

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

Job description

• Bonus based on performance
• Free food & snacks
• Opportunity for advancement
• Paid time off

ROLE DESCRIPTION

As a Financial Services Rep with James Boruff Insurance, 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.
• Successful track record of meeting sales goals/quotas preferred

BENEFITS

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

Compensation: $40,000.00 per year

My team's mission is to help people manage the risks of everyday life, recover from the unexpected and realize their dreams.We are located in Jupiter, FL and help customers with their insurance and financial services needs, including:

• Home insurance
• Life insurance

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.

Which type of sales role best describes your selling style? *

Are you currently licensed? *

Referral code from a current employee If no code provided, add their name instead.

Make a difference in your community every day

Gain confidence and grow your career

Earn benefits and rewards that are second to none