Analysis Skills, Communication Skills, Customer Relations, Customer Training, Financial Planning, Financial Services, Health Insurance, Insurance, Interpersonal Skills, Investment Services, Life Insurance, Meet Sales Quota, Needs Assessment, Options Analysis, Organizational Skills, Problem Solving Skills, Product Marketing, Risk Management, Sales, Series 6, Training/Teaching
- 401(k) matching
- Bonus based on performance
- Health insurance
- Paid time off
- Training & development
ROLE DESCRIPTION:
As a Financial Services Representative - State Farm Agent Team Member with Kristin Staropoli - 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.
- Conduct appointments, identify customer needs, and market appropriate products and services.
- Provide clients with financial planning and investment advice (if you have your Series 6, 63, & 65 licenses -- if not, I can help you obtain these)
- Conduct financial reviews and recommend appropriate products.
QUALIFICATIONS:
- 2+ years of experience in insurance or a relevant financial field.
- Life/Health insurance license (required).
- Excellent analytical, organizational, and problem-solving skills.
- Effective communication & interpersonal skills.
- Successful track record of meeting sales goals/quotas.
- FINRA Series 6, 63 and 65 licenses preferred.
** I encourage you to check out our website at www.kristinstaropoli.com to learn more about our agency and see you if you align with our team values, mission, & vision. **
K
Kristin Staropoli - State Farm Agent