ROLE DESCRIPTION: As a Financial Services Representative - State Farm Agent Team Member with Jason Carr - State Farm Agent, you will successfully market the financial products that manage everyday risks. Your proficient knowledge 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:
Consult customers on financial planning, investment options, and life/health insurance coverage.
Identify customer needs and present tailored insurance solutions.
Proactively generate and follow up on leads to drive new business.
Conduct financial reviews and recommend appropriate products.
Maintain compliance with financial regulations.
QUALIFICATIONS:
Active Life & Health license (required or ability to obtain quickly)
FINRA SIE, Series 6/63/65 or 7 license.
Previous experience in financial services and/or insurance
Strong communication and analytical skills
Professional, trustworthy, and customer-focused demeanor
Numbers & Facts
Location
Jamison, PA
Job Type
Full-time
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Skills
Analysis Skillsunmatched
Communication Skillsunmatched
Consultingunmatched
Customer Relationsunmatched
Customer Trainingunmatched
Financial Planningunmatched
Financial Regulationsunmatched
Financial Servicesunmatched
Health Insuranceunmatched
Insuranceunmatched
Life Insuranceunmatched
Maintain Complianceunmatched
Needs Assessmentunmatched
Options Analysisunmatched
Product Marketingunmatched
Regulatory Complianceunmatched
Risk Managementunmatched
Salesunmatched
Series 6unmatched
Training/Teachingunmatched
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