Analysis Skills, Communication Skills, Consulting, Customer Relations, Customer Training, Financial Planning, Financial Regulations, Financial Services, Health Insurance, Insurance, Life Insurance, Maintain Compliance, Needs Assessment, Options Analysis, Product Marketing, Regulatory Compliance, Risk Management, Sales, Series 6, Training/Teaching
- Bonus based on performance
- Competitive salary
- Opportunity for advancement
- Paid time off
- Training & development
ROLE DESCRIPTION:
As a Financial Services Representative - State Farm Agent Team Member with Ryan Kleeman - State Farm Agent, you will successfully market the financial products that manage everyday risks. Your proficient knowledge 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:
- Consult customers on financial planning, investment options, and life/health insurance coverage.
- Identify customer needs and present tailored insurance solutions.
- Proactively generate and follow up on leads to drive new business.
- Conduct financial reviews and recommend appropriate products.
- Maintain compliance with financial regulations.
QUALIFICATIONS:
- Active state Life & Health license.
- FINRA Series 6/63/65 or 7 license required.
- Previous experience in financial services and/or insurance
- Strong communication and analytical skills
- Professional, trustworthy, and customer-focused demeanor
R
Ryan Kleeman - State Farm Agent