Financial Services Representative – State Farm Agent Team Member

James Walford - State Farm Agent; Urbandale (IA); On-site; USD 42,000 - 65,000; Full time

Benefits offered by this job

401(k) matching

Bonus based on performance

Company parties

Competitive salary

Dental insurance

Free uniforms

Health insurance

Opportunity for advancement

Paid time off

Profit sharing

Training & development

Tuition assistance

Vision insurance

Wellness resources

401(k)

Job summary

James Walford - State Farm Agent in Urbandale, IA seeks a qualified Financial Service Rep to help clients manage risk and pursue financial goals through value-based conversations and exceptional service.

If you are a motivated self-starter who thrives in a fast-paced environment, this role offers strong income potential, license support for Property & Casualty and Life & Health, and opportunities for advancement within the agency.

Qualifications

• Sales experience preferred and track record of meeting goals.
• Self-motivated and detail oriented with the ability to present to customers.
• Enthusiastic about insurance/financial products and helping clients manage risk.

Responsibilities

• Educate customers about insurance options using a needs-based approach.
• Work with the agent to set and meet marketing goals.
• Develop leads, schedule appointments, identify client needs and market suitable products.

Skills

Sales experience

Self-motivated

Detail oriented

Presentation skills

Job description

Benefits:

• 401(k) matching
• Bonus based on performance
• Company parties
• Competitive salary
• Dental insurance
• Free uniforms
• Health insurance
• Opportunity for advancement
• Paid time off
• Profit sharing
• Training & development
• Tuition assistance
• Vision insurance
• Wellness resources
• 401(k)

Position Overview

Successful State Farm Agent is seeking a qualified professional to join their winning team for the role of Financial Service Rep. We seek an energetic professional interested in helping our business grow through value-based conversations and remarkable customer experience. If you are a motivated self starter who thrives in a fast-paced environment, then this is your opportunity for a rewarding career with excellent income and growth potential.

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.

As an Agent Team Member, you will receive…

• 401K
• Salary plus commission/bonus
• Health benefits
• Profit sharing
• Paid time off (vacation and personal/sick days)
• Valuable experience
• Growth potential/Opportunity for advancement within my agency

Requirements

• Sales experience (outside sales or inside sales representative, retail sales associate, or telemarketing) preferred
• Successful track record of meeting sales goals/quotas preferred
• Enthusiastic about the role insurance and financial products play in helping people manage the risks of everyday life, recover from the unexpected, and realize their dreams
• Self-motivated
• Detail oriented
• Ability to make presentations to potential customers
• Property and Casualty license (must be able to obtain)
• Life and Health license (must be able to obtain)

This position is with a State Farm independent contractor agent, not with State Farm Insurance Companies. Employees of State Farm agents must be able to successfully complete any applicable licensing requirements and training programs. State Farm agents are independent contractors who hire their own employees. State Farm agents’ employees are not employees of State Farm.