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Financial Services Representative – State Farm Agent Team Member

Chad Heeter - State Farm Agent

Battle Creek, MI

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JOB DETAILS
SKILLS
Analysis Skills, Calendar Management, Communication Skills, Customer Relations, Customer Support/Service, Customer Training, Financial Services, High School Diploma, Insurance, Lead Generation, Marketing, Mathematics, Meet Sales Quota, Needs Assessment, Options Analysis, Organizational Skills, Problem Solving Skills, Product Marketing, Risk Management, Sales, Series 6, Training/Teaching
LOCATION
Battle Creek, MI
POSTED
30+ days ago
Benefits:
  • Hiring bonus
  • 401(k) matching
  • Bonus based on performance
  • Competitive salary
  • Flexible schedule
  • Opportunity for advancement
  • Paid time off
  • Training & development

ABOUT OUR AGENCY:
Our Battle Creek office has been in operation since January 1, 2017, celebrating eight years of growth, while our Marshall office opened on July 1, 2024. Our team consists of 7 dedicated members in Battle Creek and 5 in Marshall, along with the agent. I am a proud graduate of Mattawan High School (2006), Ferris State University, and Grand Valley State University, where I earned a business degree in 2010.

Our office culture is the cornerstone of our success, with a dynamic and enjoyable work environment where we prioritize hiring individuals who bring positive energy and contribute to our team's collective greatness. We offer a competitive matching 401k, flexible hours and a hiring bonus as perks for our employees.

ROLE DESCRIPTION:
As a Financial Services Representative – State Farm Agent Team Member with Chad Heeter - 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:
  • Must currently hold relevant financial service licenses (Life/Health, SIE, Series 6/63/65)
  • Sound knowledge of financial service products.
  • 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

About the Company

C

Chad Heeter - State Farm Agent

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