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Finance Jobs

Financial Services Representative – State Farm Agent Team Member

Robert Ndegwa - State Farm Agent

Austin, TX

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JOB DETAILS
SALARY
$70,000–$120,000 Per Year
SKILLS
Analysis Skills, Calendar Management, Communication Skills, Customer Relations, Customer Support/Service, Customer Training, Financial Services, Insurance, Lead Generation, Marketing, Mathematics, Meet Sales Quota, Mortgage, Needs Assessment, Options Analysis, Organizational Skills, Problem Solving Skills, Product Marketing, Risk Management, Sales, Series 6
LOCATION
Austin, TX
POSTED
30+ days ago
ROLE DESCRIPTION:
As a Financial Services Representative – State Farm Agent Team Member with Robert Ndegwa - 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 currently hold relevant financial service licenses (Life/Health, Series 6/63/65 or mortgage)
  • Proven experience working as a financial services representative.
  • 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
BENEFITS:
  • Simple IRA
  • Salary plus commission/bonus (Base salary between $40-60k, potential to earn $70-$120k annually)
  • Paid time off (vacation and personal/sick days)
  • Flexible hours
  • Growth potential/Opportunity for advancement within my agency


About the Company

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Robert Ndegwa - State Farm Agent

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