Financial Services Representative – State Farm Agent Team Member

James Winter - State Farm Agent

St. James, NY

JOB DETAILS
SKILLS
Analysis Skills, Calendar Management, Communication Skills, Customer Relations, Customer Support/Service, Customer Training, Financial Services, Insurance, Lead Generation, Marketing, Mathematics, Meet Sales Quota, Needs Assessment, Options Analysis, Organizational Skills, Problem Solving Skills, Product Marketing, Risk Management, Sales
LOCATION
St. James, NY
POSTED
30+ days ago
ROLE DESCRIPTION:
As a  Financial Services Representative – State Farm Agent Team Member with James Winter - State Farm Agent, 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:
  • Must be able to obtain relevant financial service 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
BENEFITS:
  • 401k
  • Base salary plus heavy commission/bonus
  • $250/month Health stipend 
  • Paid time off (vacation and personal/sick days)
  • Flexible hours
  • Growth potential/Opportunity for advancement within my agency

About the Company

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James Winter - State Farm Agent