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Finance Jobs

Financial Services Representative – State Farm Agent Team Member

Jose Herrera - State Farm Agent

Arlington, VA

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JOB DETAILS
SKILLS
Accounting, Analysis Skills, Calendar Management, Communication Skills, Customer Relations, Customer Support/Service, Customer Training, Economics, Finance, Financial Services, Insurance, Lead Generation, Marketing, Mathematics, Needs Assessment, Options Analysis, Organizational Skills, Problem Solving Skills, Product Marketing, Risk Management, Sales, Series 6, Training/Teaching
LOCATION
Arlington, VA
POSTED
30+ days ago
Benefits:
  • Bonus based on performance
  • Competitive salary
  • Free food & snacks
  • Opportunity for advancement
  • Training & development
  • Paid time off
  • Company parties

ROLE DESCRIPTION:
As a  Financial Services Representative – State Farm Agent Team Member with Jose Herrera - 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/financial 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:
  • Bachelor's degree in finance, economics, accounting, or a related field.
  • Must be able to obtain relevant financial service licenses. (Life, Series 6/63/65, SIE)
  • 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.

BENEFITS:
  • Salary plus commission/bonus
  • Paid time off (vacation and personal/sick days)
  • Growth potential/Opportunity for advancement within my office

Flexible work from home options available.

About the Company

J

Jose Herrera - State Farm Agent

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