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Financial Services Representative - State Farm Agent Team Member

Heather Thies - State Farm Agent

Clermont, FL

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JOB DETAILS
SALARY
$55,000–$150,000 Per Year
SKILLS
Annuities, Billing, Business Plan, Calendar Management, Coaching, Cold Calling Skills, Computer-Based Training (CBT), Customer Relations, Customer Support/Service, Customer Training, Dental Insurance, Develop and Maintain Customers, Establish Priorities, Fast Food, Financial Services, Health Insurance, Insurance, Insurance Sales, Investment Management, Lead Generation, Leading Edge Technology, Life Insurance, Logistics, Maintain Compliance, Marketing, Mentoring, Needs Assessment, Purchasing/Procurement, Regulations, Risk Management, Sales, Securities, Series 6, Series 65, Stock Market, Team Player, Training Program, Training/Teaching, Vision Plan
LOCATION
Clermont, FL
POSTED
30+ days ago
Benefits:
  • 401(k)
  • 401(k) matching
  • Bonus based on performance
  • Competitive salary
  • Dental insurance
  • Health insurance
  • Opportunity for advancement
  • Paid time off
  • Profit sharing
  • Training & development
  • Vision insurance


Insurance & Financial Products Sales Representative-


Position Overview


Heather Thies State Farm Agencies, a highly successful and well-respected firm, is seeking an ambitious Financial Services Representative with expertise in financial products and services. If you love working with clients but feel stuck in a cycle of endless cold calling and the challenges of a commission-only role, we want to connect with you! In this sales role you will have the opportunity to work with a variety of different insurance and financial services products in the State Farm suite of solutions. As a licensed insurance producer in the Heather Thies Agency of State Farm you will have the opportunity to meet customer’s needs through first in class sales processes & products, all while utilizing cutting edge systems and technology to develop deep & meaningful sales opportunities. Our agency pioneered a needs based sales approach that puts a different spin on purchasing insurance and financial products.


Agency Background


The Heather Thies Insurance Agency has two office locations - Clermont and Winter Garden (Horizon West area). The Heather Thies Insurance agency has been recognized in the top 1% of agencies in the State Farm enterprise twelve times out of the last twelve years. The agency has also been recognized by MDRT (Million Dollar Round Table) as top 1% in 15 out of last 15 years. The Heather Thies Agency is passionate about helping our customers manage their risks and plan for their future. In addition, the agency is an active member of the local community, giving back to help others. 
 
Responsibilities:


  • Develop leads, schedule appointments, identify customer needs, and market appropriate products and services.
  • Provide planning and advice to State Farm customer households while maintaining and enhancing client relationships through active communication and support.
  • Partner with and learn from a career agent to develop a business plan and implement a client service model effectively.
  • Exhibit expertise in financial markets, sound business judgment, and unwavering integrity to prioritize clients’ best interests at every opportunity.
  • Educate clients on available tools and resources to manage their investments, offer holistic financial coaching, and ensure compliance with agency and industry regulations.
  • Provide prompt, accurate, and friendly customer service. Service can include responding to inquiries regarding insurance availability, eligibility, coverage’s, policy changes, transfers, claim submissions, and billing clarification.
  • Work with the agent to establish and meet marketing goals.
  • Use a customer-focused, needs-based review process to educate customers about insurance options.
  • Maintain a strong work ethic with a total commitment to success each and every day in a very team orientated structure.
  • Adaption of skills necessary to operate a business
As an Agent Team Member, you will receive...


  • Salary plus commission/bonus
  • Health benefits
  • 401K with Profit Sharing options
  • Paid time off (vacation and personal/sick days)
  • Growth Potential/ Opportunity for advancement in the agency
  • Volunteer events within the community and engage in a learning and fun culture.
  • A supportive, fun culture that emphasizes learning, growth, and enjoyment in the workplace.
Requirements


  • Bachelor's degree preferred
  • Licensed in Life and Health Insurance with extensive knowledge of annuities and the life insurance industry preferred.
  • Active Securities Industry Essentials (SIE) Exam, Series 6, and/or 63, Series 65 and/or ChFC Licenses preferred.
  • Proven success in acquiring clients, building, and maintaining strong client relationships, and collaborating effectively with key partners and team members.
  • Enthusiastic, self-motivated professional with a passion for helping clients achieve their financial goals.
  • Eagerness to learn and grow with the financial services industry.
My Training Program Includes


  • Learning to market life, health, and investment products
  • Partner with and learn from a career agent to develop a business plan and implement a client service model effectively.
  • Working closely with the agent and experienced staff agents to gain an understanding of the role and office logistics
  • Both hands on and computer based learning program.
  • Access to professional sales coaching
  • Access to a large book of customer households and top-tier Wealth Academy training with mentorship from successful career agents.
If you are motivated to succeed and can see yourself in this role, please complete our application. We will follow up with you on the next steps in the interview process.



Pay: $55,000.00 - $150,000.00 per year


License/Certification:


  • Life & Health Insurance License (Preferred
  Be part of a State Farm agency recognized by Million Dollar Round Table (MDRT)—a global standard of excellence in the insurance and financial services industry.  Consistently ranked in the top 1% of State Farm agents over the past 15 years. 

About the Company

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Heather Thies - State Farm Agent