Financial Services Representative – State Farm Agent Team Member

As a Bank Products Position - Team Member with Shelton Lucas State Farm 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.

ROLE DESCRIPTION:
As a Bank Products Position -  Team Member with Shelton Lucas State Farm 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:
 

• Interest in finance, economics, accounting, or a related field.
• Must be able to obtain life insurance, health insurance, and annuities licenses.
• Proven experience working in sales..
• Proficiency in Microsoft Office applications.
• Strong sales skills.
• Excellent analytical, organizational, and problem-solving skills.
• Effective communication skills.
• Exceptional customer service skills.
• Successful track record of meeting sales goals/quotas preferred
• Ambitious and driven for success

BENEFITS:

•  Hourly plus commission/bonus
• Paid time off (vacation and personal/sick days)
• Growth potential/Opportunity for advancement within the Agency