Financial Services Representative – State Farm Agent Team Member

SHELTON LUCAS - State Farm Agent
  • Hampton, VA
  • Full-time
30+ days ago

Job 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:


  • 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

Numbers & Facts

LocationHampton, VA
Job TypeFull-time

Skills

  • Accountingunmatched
  • Analysis Skillsunmatched
  • Annuitiesunmatched
  • Calendar Managementunmatched
  • Communication Skillsunmatched
  • Customer Relationsunmatched
  • Customer Support/Serviceunmatched
  • Customer Trainingunmatched
  • Economicsunmatched
  • Financeunmatched
  • Financial Servicesunmatched
  • Health Insuranceunmatched
  • Insuranceunmatched
  • Lead Generationunmatched
  • Life Insuranceunmatched
  • Marketingunmatched
  • Meet Sales Quotaunmatched
  • Microsoft Officeunmatched
  • Needs Assessmentunmatched
  • Options Analysisunmatched
  • Organizational Skillsunmatched
  • Problem Solving Skillsunmatched
  • Product Marketingunmatched
  • Product Positioningunmatched
  • Risk Managementunmatched
  • Salesunmatched

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