Financial Services Representative – State Farm Agent Team Member
Full Time • Mason, OH
ROLE DESCRIPTION:
As a Financial Services Representative – State Farm Agent Team Member with Andy McMahon - 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 Andy McMahon - 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:
- Must possess relevant financial service licenses (Series 6/63/65)
- Sound knowledge of financial legislation.
- Proficiency in Microsoft Office applications.
- Strong mathematical skills.
- Excellent analytical, organizational, and problem-solving skills.
- Effective communication skills.
- Exceptional customer service skills.
- Successful track record of meeting sales goals/quotas preferred
- Excellent communication skills - written, verbal and listening
- Strong interpersonal skills
- Highly motivated and goal driven
- Able to deliver client-focused solutions and create long-lasting relationships
BENEFITS:
- 401K
- Salary plus commission/bonus
- Paid time off (vacation and personal/sick days)
- Flexible hours
- Growth potential/Opportunity for advancement within my agency
- Hiring Bonus
- Excellent compensation package: We believe that hard work should pay off
- Paid lunches / team year end retreat
- Monthly and quarterly bonuses
Compensation: $60,000.00 - $80,000.00 per year
Are You Driven & Ambitious?
We are a very busy office and are looking for our next great team member. We attribute our success to having a fun, energetic environment that is an enjoyable place to work. Our team is comprised of results-oriented individuals that are serious about their development. Come work with an energetic, fun team at Andy McMahon - State Farm Agent!
About Our Agency
- Our mission is to help people manage the risks of everyday life, recover from the unexpected and realize their dreams.
- Our office is located in Mason, OH.
We look forward to speaking with 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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