Financial Services Representative – State Farm Agent Team Member

Justin Kenney - State Farm Agent; York (NE); On-site; USD 42,000 - 65,000; Full time

Benefits offered by this job

Health Insurance

401(k)

401(k) matching

Bonus based on performance

Paid time off

Training & development

Company parties

Flexible schedule

Advancement within the agency

Job summary

Justin Kenney - State Farm Agent is seeking a Financial Services Specialist to join their team. The role emphasizes building customer relationships, training with the Marketing Associate team, and delivering value-based conversations with a focus on exceptional customer experience.

The position offers salary plus commission/bonus, opportunities for advancement within the agency, and a flexible schedule, with no weekends and comprehensive benefits.

Qualifications

• Sales experience (outside sales or inside sales representative, retail sales associate, or telemarketing) preferred.
• Bachelor's degree in finance, economics, accounting, or a related field preferred.
• Interest in marketing products and services based on customer needs
• Excellent interpersonal skills
• Excellent communication skills - written, verbal and listening
• 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
• People-oriented
• Organizational skills
• Self-motivated
• Detail oriented
• Proactive in problem solving

Responsibilities

• Establish customer relationships and follow up with customers, as needed.
• Work and collaborate with the Marketing Associate team to train, teach and assist with financial service product acquisition.
• Provide prompt, accurate, and friendly customer service. Service can include responding to inquiries regarding insurance availability, eligibility, coverages, policy changes, transfers, claim submissions, and billing clarification.
• 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.
• Maintain a strong work ethic with a total commitment to success each and every day.

Skills

Sales experience

Interpersonal skills

Communication skills

Self-motivated

Detail oriented

Organizational skills

Proactive problem solving

Marketing mindset

Education

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

Job description

Benefits:

• Health insurance
• Opportunity for advancement
• Paid time off
• Training & development
• 401(k)
• 401(k) matching
• Bonus based on performance
• Company parties
• Competitive salary
• Flexible schedule

Successful State Farm Agent is seeking a qualified professional to join their winning team for the role of Financial Services Specialist. 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

• Establish customer relationships and follow up with customers, as needed.
• Work and collaborate with the Marketing Associate team to train, teach and assist with financial service product acquisition.
• Provide prompt, accurate, and friendly customer service. Service can include responding to inquiries regarding insurance availability, eligibility, coverages, policy changes, transfers, claim submissions, and billing clarification.
• 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.
• Maintain a strong work ethic with a total commitment to success each and every day.

As an Agent Team Member, you will receive...

• 401K
• Salary plus commission/bonus/spiffs
• No Scheduled Weekends
• Paid time off (vacation, holidays and personal/sick days)
• Health Insurance Benefits
• Valuable experience
• Growth potential/Opportunity for advancement within the agency

Requirements

• Sales experience (outside sales or inside sales representative, retail sales associate, or telemarketing) preferred
• Bachelor's degree in finance, economics, accounting, or a related field preferred.
• Interest in marketing products and services based on customer needs
• Excellent interpersonal skills
• Excellent communication skills - written, verbal and listening
• 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
• People-oriented
• Organizational skills
• Self-motivated
• Detail oriented
• Proactive in problem solving