Financial Services Representative State Farm Agent Team Member

Jose Herrera - State Farm Agent

Arlington, VA

Paid Time Off
Full-Time

Job Description

Benefits:

Bonus based on performance
Competitive salary
Free food & snacks
Opportunity for advancement
Training & development

ROLE DESCRIPTION:
As a Financial Services Representative State Farm Agent Team Member with Jose Herrera - 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/financial 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. (Life, Series 6/63/65, SIE)
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.

BENEFITS: