Financial Services Representative - State Farm Agent Team Member
Full Time in 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
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.
Join a community of good neighbors
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Make a difference in your community every day.
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Gain confidence and grow your dream career.
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Earn benefits and rewards that are second to none