Financial Services Specialist — Flexible & Remote Growth

Justin Kenney - State Farm Agent; Columbus (NE); Remote; USD 45,000 - 75,000; Full time

Benefits offered by this job

Health insurance

Advancement opportunities

Paid time off

Training & development

401(k)

401(k) matching

Bonus based on performance

Company parties

Competitive salary

Flexible schedule

Job summary

State Farm Agent is seeking a Financial Services Specialist to join a dynamic team in Columbus, Nebraska. The role focuses on value-based conversations, exceptional customer experience, and helping clients with insurance and financial products.

The ideal candidate is self-motivated, with strong communication and interpersonal skills, bilingual abilities a plus, and a passion for assisting customers in achieving their financial goals.

Qualifications

• Bachelor's degree in finance, economics, accounting, or related field preferred.
• Sales experience preferred.
• Interest in marketing products and services based on customer needs.
• Excellent interpersonal and communication skills.
• Enthusiastic about how insurance and financial products help people manage risks.

Responsibilities

• Establish customer relationships and follow up as needed.
• Collaborate with Marketing Associate team to train and assist with financial service product acquisition.
• Provide prompt, accurate, and friendly customer service regarding insurance and financial products.
• Educate customers about insurance options using a needs-based review process.
• Work with the agent to meet marketing goals and develop leads.
• Schedule appointments, identify customer needs, and market appropriate products/services.
• Maintain a strong work ethic and dedication to success every day.

Skills

Sales experience

Interpersonal skills

Communication skills

Organizational skills

Self-motivated

Detail oriented

Proactive problem solving

Bilingual Spanish

P&C license

Life & Health license

Education

Bachelor's degree in finance/economics/accounting

Job description

State Farm Agent is seeking a Financial Services Specialist to join a dynamic team in Columbus, Nebraska. The role focuses on value-based conversations, exceptional customer experience, and helping clients with insurance and financial products.

The ideal candidate is self-motivated, with strong communication and interpersonal skills, bilingual abilities a plus, and a passion for assisting customers in achieving their financial goals.