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Financial Services Representative – State Farm Agent Team Member

Ade Oyejobi - State Farm Agent

  • Katy, TX
  • 1 day ago
  • Full-time
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Skills

  • Accountingunmatched
  • Analysis Skillsunmatched
  • Calendar Managementunmatched
  • Communication Skillsunmatched
  • Customer Relationsunmatched
  • Customer Support/Serviceunmatched
  • Customer Trainingunmatched
  • Economicsunmatched
  • Financeunmatched
  • Financial Servicesunmatched
  • Insuranceunmatched
  • Lead Generationunmatched
  • Marketingunmatched
  • Mathematicsunmatched
  • Meet Sales Quotaunmatched
  • Needs Assessmentunmatched
  • Options Analysisunmatched
  • Organizational Skillsunmatched
  • Problem Solving Skillsunmatched
  • Product Marketingunmatched
  • Risk Managementunmatched
  • Salesunmatched
  • Training/Teachingunmatched

Description

Benefits:
  • Training & development
  • Bonus based on performance
  • Competitive salary
  • Opportunity for advancement
  • Paid time off
  • 401(k) matching
  • Flexible schedule

ROLE DESCRIPTION:
As a Financial Services Representative – State Farm Agent Team Member with Ade Oyejobi - 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:
  • Bachelor's degree in finance, economics, accounting, or a related field.
  • 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
  • Profit sharing
  • Growth potential/Opportunity for advancement within my office

Numbers & Facts

LocationKaty, TX
Job TypeFull-time

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