Financial Services Representative - State Farm Agent Team Member
Ludington - MI
Financial Services Representative - State Farm Agent Team Member
Full Time • Ludington - MI
Responsive recruiter
Benefits:
- Health insurance
- Opportunity for advancement
- Paid time off
- Training & development
- Vision insurance
- 401(k) matching
- Dental insurance
ROLE DESCRIPTION:
As a Financial Services Representative - State Farm Agent Team Member with Erin Doan - 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:
As a Financial Services Representative - State Farm Agent Team Member with Erin Doan - 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:
- Consult customers with financial planning and investment options.
- Develop leads, schedule appointments, identify customer needs, and market products and services to help meet those needs.
- Establish customer relationships and assist customers with portfolio management and asset allocation.
- Conduct financial reviews and recommend appropriate products to promote successful and long-lasting customer relations.
- Provide prompt, accurate, and friendly customer service. Service can include responding to inquiries regarding product availability, eligibility, coverages, policy changes, transfers, claim submissions, and billing clarification.
- Maintain compliance with financial regulations.
QUALIFICATIONS:
- 2+ years of experience in financial services.
- Experience in sales (outside sales or inside sales representative, retail sales associate, or telemarketing) preferred.
- Interest in marketing products and services based on customer needs.
- Analytical and communication skills.
- Able to effectively relate to customers.
- Life and Health License (or willingness to obtain)
- Series 6/63/65 or SIE licenses preferred.
Compensation: $85,000.00 - $100,000.00 per year
We're Hiring!
We are a growing agency with big dreams and lots of potential. We are an established, growth-oriented agency with a team of highly motivated individuals. We attribute our success to having a fun, energetic environment that is an enjoyable place to work. Our team works hard to reach our goals together as a team and have fun while we are doing it! We want to work alongside those who are equally committed to excellence and personal achievement. If you believe in having fun in a stable working environment and have a willingness to learn, we should meet to discuss our career opportunity.
About Our Agency
- Our mission is to help people manage the risks of everyday life, recover from the unexpected and realize their dreams.
- We help customers with their insurance and financial services needs, including Auto Insurance, Home Insurance, Life Insurance, Business Insurance, Health Insurance, and Renters Insurance.
- Our office is located in Ludington, MI.
- I have been a State Farm agent since 2003.
- Our agency has received awards including: Ambassador Travel, Legion of Honor, Senior Vice President's Club, and Golden Triangle
Please do not call office - we will contact you.
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.
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