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Registered Representative – State Farm Agent Team Member

Mike Bergman - State Farm Agent

Frisco, TX

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JOB DETAILS
SKILLS
Accounting, Analysis Skills, Calendar Management, Cantonese Chinese Language, Communication Skills, Customer Relations, Customer Support/Service, Customer Training, Dental Insurance, Economics, English Language, Finance, Financial Services, Health Insurance, Insurance, Insurance Sales, Lead Generation, Mandarin Chinese Language, Marketing, Mathematics, Meet Sales Quota, Multilingual, Needs Assessment, Options Analysis, Organizational Skills, Problem Solving Skills, Product Marketing, Risk Management, Sales, Spanish Language, Team Player, Vision Plan
LOCATION
Frisco, TX
POSTED
30+ days ago
Benefits:
  • Competitive salary
  • Dental insurance
  • Health insurance
  • Opportunity for advancement
  • Paid time off
  • Vision insurance
  • 401(k)

ABOUT OUR AGENCY:
Our agency is proud to celebrate 19 years of excellence this coming April. With a strong team of over 20 professionals, we are committed to fostering a supportive, collaborative, and productive workplace. Mike has been selling insurance since 1993 and with State Farm since 2007, and together we’ve built an office that can serve customers in English, Spanish, Cantonese, and Mandarin.


Full-time team members enjoy valuable benefits, including a 401K match, paid time off, paid holidays, health benefit options (major medical, dental, and vision), and the flexibility of hybrid work schedules. We also believe in celebrating wins and staying connected through quarterly team-building activities.


We’re looking for motivated individuals to join us in providing exceptional service to our clients and contributing to the continued growth and success of our agency. If you're ready to work in an environment where your skills and dedication are valued, we’d love to connect with you!

ROLE DESCRIPTION:
As a registered representative with Mike Bergman State Farm, 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:
  • Bachelor's degree in finance, economics, accounting, or a related field.
  • Must be able to obtain relevant financial service licenses.
  • Proven experience working as a financial services representative.
  • Sound knowledge of financial legislation.
  • 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
  • Bilingual Spanish preferred

Flexible work from home options available.

About the Company

M

Mike Bergman - State Farm Agent