Financial Services Representative – State Farm Agent Team Member
Full Time • Ukiah, CA
Responsive recruiter
Replies within 24 hours
Benefits:
- 401(k) matching
- Bonus based on performance
- Flexible schedule
- Paid time off
ROLE DESCRIPTION:
As a Financial Services Representative – State Farm Agent Team Member with Jay Epstein - 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:
As a Financial Services Representative – State Farm Agent Team Member with Jay Epstein - 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 and financial services 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:
- Prefer Bachelor's degree in finance, economics, accounting, or a related field.
- Must have relevant financial service licenses. Series 6, 63, 65, Life and Health
- 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:
- Hourly plus commission/bonus
- Paid time off (vacation and personal/sick days)
- 401K
Compensation: $41,000.00 - $100,000.00 per year
Ready to Launch Your Career?
We are a very busy office and are looking for our next great team member. This busy insurance and financial services office has a passion to make a difference in the lives of others and better the community. We attribute our success to having a fun, energetic environment that is an enjoyable place to work. We want to work alongside those who are equally committed to excellence and personal achievement. If you want to work in an environment that is fun, challenging, and rewarding, then Jay Epstein - State Farm Agent may be the right fit for you! If you believe in having fun in a stable working environment and have a willingness to learn, we should meet to discuss our career opportunity.
About Our Agency
- Our mission is to help people manage the risks of everyday life, recover from the unexpected and realize their dreams.
- We help customers with their insurance and financial services needs, including Auto Insurance, Home Insurance, Life Insurance, Retirement Planning, Business Insurance, College Planning, Health Insurance, and Renters Insurance.
- Our office is located in Ukiah.
- Our office is open 9-5.
- I have been a State Farm agent since 2010.
Apply now and let us put you on the path to success.
State Farm agents are independent contractors who hire their own employees. State Farm agents’ employees are not employees of State Farm. Agents are responsible for and make all employment decisions regarding their employees.
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