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Financial Services Representative – State Farm Agent Team Member

Remote, USA Full-time Posted 2025-04-26

Benefits:
• Bonus based on performance
• Competitive salary

ROLE DESCRIPTION:

As a Financial Services Representative – State Farm Agent Team Member with Terry Stone - 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: • 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

BENEFITS:
• Salary plus commission/bonus
• Paid time off (vacation and personal/sick days)
• Health benefits
• Profit sharing
• Growth potential/Opportunity for advancement within my office

This is a remote position.

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