ROLE DESCRIPTION: As a Financial Services Representative – State Farm Agent Team Member with Toni Threadgill - 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 be able to obtain relevant financial service licenses.
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:
Salary plus commission/bonus
Paid time off (vacation and personal/sick days)
Health benefits
401(k) matching
Growth potential/Opportunity for advancement within my office
Numbers & Facts
Location
Emory, TX
Job Type
Full-time
Skills
Analysis Skillsunmatched
Calendar Managementunmatched
Communication Skillsunmatched
Customer Relationsunmatched
Customer Support/Serviceunmatched
Customer Trainingunmatched
Dental Insuranceunmatched
Financial Servicesunmatched
Health Insuranceunmatched
Insuranceunmatched
Lead Generationunmatched
Marketingunmatched
Mathematicsunmatched
Meet Sales Quotaunmatched
Needs Assessmentunmatched
Options Analysisunmatched
Organizational Skillsunmatched
Problem Solving Skillsunmatched
Product Marketingunmatched
Risk Managementunmatched
Salesunmatched
Training/Teachingunmatched
Vision Planunmatched
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