Financial Services Representative – State Farm Agent Team Member

JOANNE DAUPHIN - State Farm Agent

Pinellas Park, FL

JOB DETAILS
SKILLS
Analysis Skills, Calendar Management, Communication Skills, Customer Relations, Customer Support/Service, Customer Training, Financial Services, Health Insurance, Insurance, Lead Generation, Marketing, Mathematics, Meet Sales Quota, Needs Assessment, Options Analysis, Organizational Skills, Problem Solving Skills, Risk Management, Sales, Securities, Training/Teaching
LOCATION
Pinellas Park, FL
POSTED
30+ days ago
Benefits:
  • Simple IRA
  • Hiring bonus
  • 4 day work week
  • Bonus based on performance
  • Competitive salary
  • Flexible schedule
  • Health insurance
  • Opportunity for advancement
  • Paid time off
  • Training & development

ROLE DESCRIPTION:
As a  Financial Services Representative – State Farm Agent Team Member with JOANNE DAUPHIN - State Farm Agent, you will successfully market the securities & financial products that manage everyday risks. Your proficient knowledge of securities & 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 be able to obtain relevant securities licenses.
  • Proficiency in Microsoft Office applications.
  • 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

About the Company

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JOANNE DAUPHIN - State Farm Agent