Financial Services Representative – State Farm Agent Team Member Greenville - NC

Timothysawyerinsurance; Greenville (NC); On-site; USD 80,000 - 120,000; Full time

Benefits offered by this job

Salary plus commission/bonus

401k with employer match

Group Life insurance

Paid time off

Flexible hours

Growth potential/Advancement

4 day work week after 1 year

Teledoc services

Job summary

Timothy Sawyer - State Farm Agent is seeking a Financial Services Representative Team Member in Greenville, NC. You will market financial products, educate customers on options, and support a sales-driven agency in a fast-paced environment.

Ideal candidates have Series 6/63/65 licenses, strong math and analytical skills, and a track record of meeting sales goals. The role offers 401(k) with matching, paid time off, and opportunities for advancement.

Qualifications

• Series 6/63/65 licenses required.
• Proficiency in Microsoft Office applications.
• Strong mathematical skills.
• Excellent analytical, organizational, and problem-solving skills.
• Successful track record of meeting sales goals/quotas preferred.

Responsibilities

• Use a needs-based review 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 products and services.

Skills

Series 6/63/65

MS Office

Strong math skills

Analytical skills

Sales goals experience

Tools

Microsoft Office

Job description

Full Time in Greenville - NC

Are you ready to join a high-energy, hardworking team that values excellence and growth?

After a career supporting some of the largest biopharmaceutical companies in the world at Thermo Fisher Scientific, I transitioned into becoming a State Farm Agent 10 years ago. Today, our team of seven is passionate about helping customers and thriving together in a supportive, fast-paced environment.

We believe in rewarding dedication and hard work. Our team enjoys federal holidays off, 401(k) with matching, group life insurance, paid vacation, birthdays as paid holidays, and annual bonuses every March.

If you’re driven, energetic, and ready to be part of a team where your efforts are recognized and celebrated, we’d love to have you join us!

ROLE DESCRIPTION

As a Financial Services Representative - State Farm Agent Team Member with Timothy Sawyer - 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.
• Work with the agent to establish and meet marketing goals
• Develop leads, schedule appointments, identify customer needs, and market appropriate products and services.

QUALIFICATIONS

• Series 6/63/65 licenses required.
• 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
• 401k with employer match
• Group Life insurance
• Paid time off (vacation and personal/sick days)
• Flexible hours
• Growth potential/Opportunity for advancement within my agency
• 4 day work week offered after 1 year of employment
• Teledoc services

Compensation $80,000.00 - $120,000.00 per year

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.