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Financial Services Representative – State Farm Agent Team Member

Jessica Alvarez - State Farm Agent

Plantation, FL

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JOB DETAILS
SKILLS
Analysis Skills, Annuities, Calendar Management, Communication Skills, Customer Relations, Customer Support/Service, Customer Training, Financial Services, Health Insurance, Insurance, Lead Generation, Life Insurance, Marketing, Mathematics, Meet Sales Quota, Microsoft Office, Needs Assessment, Options Analysis, Organizational Skills, Problem Solving Skills, Product Marketing, Risk Management, Sales, Series 6
LOCATION
Plantation, FL
POSTED
30+ days ago
Benefits:
  • Company parties
  • Opportunity for advancement
  • Paid time off
  • Signing bonus
  • Wellness resources

ROLE DESCRIPTION:

As a Financial Services specialist with Jessica Alvarez Agency, 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:
  • Series 6 or 7, and 65 required. 
  • Must have 215 Life and Health Insurance License.
  • Proven experience working as a financial services representative for Life Insurance Premium goals and Annuities.
  • 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 
BENEFITS:
  • Salary plus commission/bonus
  • Paid time off (vacation and personal/sick days)
  • Health benefits
  • Growth potential/Opportunity for advancement within my office

About the Company

J

Jessica Alvarez - State Farm Agent