Banking Services, Calendar Management, Communication Skills, Customer Relations, Customer Support/Service, Customer Training, Detail Oriented, Disability Insurance, Finance, Financial Services, Health Insurance, Insurance, Life Insurance, Training/Teaching
- 401(k)
- Bonus based on performance
- Competitive salary
- Flexible schedule
- Health insurance
- Opportunity for advancement
- Paid time off
- Training & development
Elizabeth Marshall State Farm is seeking a knowledgeable and customer-focused Financial Services Representative to join our team! This role is ideal for candidates with a financial industry background who are passionate about helping clients secure the right coverage for their needs.
Key Responsibilities:
- Conduct policy reviews with existing customers to ensure they have proper liability coverage
- Educate clients on auto and home optional coverage limits, discounts, life insurance, and disability insurance needs
- Provide tailored financial solutions based on customer needs
- Work with scheduled appointments (approximately 15 per week, booked by another team member)
- Maintain professionalism and strong customer relationships
Qualifications:
- Background or degree in insurance, banking, life insurance, health insurance, or related financial services preferred.
- Ability to obtain both Property & Casualty and Life & Health insurance licenses.
- Strong communication and relationship-building skills.
- Detail-oriented with a customer-first mindset.
Why Join Us?
- Work with an established client base—no cold calling required
- Supportive team environment with scheduled appointments
- Opportunity to make a meaningful impact on clients’ financial security
- Open to Full-Time or Part-Time (benefits will vary with PT positions)
If you're a motivated financial professional looking to grow your career in insurance and financial services, we’d love to hear from you!
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Elizabeth Marshall - State Farm Agent