Financial Services Representative – State Farm Agent Team Member
Benefits:
Licensing paid by agency
401(k)
Bonus based on performance
Competitive salary
Flexible schedule
Opportunity for advancement
Paid time off
Training & development
About our Agency:
I’ve been with State Farm for more than 16 years—5 as a team member and 11 as an agent—and I’m proud of the team we’ve built. Outside the office, I stay busy with my wife and our three boys, ages 11, 8, and almost 2. I coach baseball, serve as YMCA board chair, and stay active in our church while also sponsoring local teams and nonprofits.
Our agency is small but driven, with 4 team members who work hard and support one another. We offer 20 days of PTO, a Roth 401K with matching, and plenty of opportunities to grow and succeed together. Over the last three years, our office has ranked #2 overall, and we’re looking for a self-motivated, team-oriented individual to help us reach #1.
ROLE DESCRIPTION:
As a Financial Services Representative – State Farm Agent Team Member with Matt Gilliland - 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