Financial Services Representative – State Farm Agent Team Member
Posted Updated
SHELTON LUCAS - State Farm Agent Financial Services Representative – State Farm Agent Team Member
Description
ROLE DESCRIPTION:
As a Bank Products Position - Team Member with Shelton Lucas State Farm 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 Bank Products Position - Team Member with Shelton Lucas State Farm 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:
- Interest in finance, economics, accounting, or a related field.
- Must be able to obtain life insurance, health insurance, and annuities licenses.
- Proven experience working in sales..
- Proficiency in Microsoft Office applications.
- Strong sales skills.
- Excellent analytical, organizational, and problem-solving skills.
- Effective communication skills.
- Exceptional customer service skills.
- Successful track record of meeting sales goals/quotas preferred
- Ambitious and driven for success
BENEFITS:
- Hourly plus commission/bonus
- Paid time off (vacation and personal/sick days)
- Growth potential/Opportunity for advancement within the Agency