Financial Services Representative - State Farm Agent Team Member
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Kristin Staropoli - State Farm Agent Financial Services Representative - State Farm Agent Team Member
Description
Benefits:
- 401(k) matching
- Bonus based on performance
- Health insurance
- Paid time off
- Training & development
ROLE DESCRIPTION:
As a Financial Services Representative - State Farm Agent Team Member with Kristin Staropoli - 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 Kristin Staropoli - 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.
- Conduct appointments, identify customer needs, and market appropriate products and services.
- Provide clients with financial planning and investment advice (if you have your Series 6, 63, & 65 licenses -- if not, I can help you obtain these)
- Conduct financial reviews and recommend appropriate products.
QUALIFICATIONS:
- 2+ years of experience in insurance or a relevant financial field.
- Life/Health insurance license (required).
- Excellent analytical, organizational, and problem-solving skills.
- Effective communication & interpersonal skills.
- Successful track record of meeting sales goals/quotas.
- FINRA Series 6, 63 and 65 licenses preferred.
** I encourage you to check out our website at to learn more about our agency and see you if you align with our team values, mission, & vision. **