Financial Services Representative - State Farm Agent Team Member

Erin Doan - State Farm Agent

Ludington, MI

Full-time

22 days ago

Job Description

Benefits:

Health insurance
Opportunity for advancement
Paid time off
Training & development
Vision insurance
401(k) matching
Dental insurance

ROLE DESCRIPTION:
As a Financial Services Representative - State Farm Agent Team Member with Erin Doan - 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:

Consult customers with financial planning and investment options.
Develop leads, schedule appointments, identify customer needs, and market products and services to help meet those needs.
Establish customer relationships and assist customers with portfolio management and asset allocation.
Conduct financial reviews and recommend appropriate products to promote successful and long-lasting customer relations.
Provide prompt, accurate, and friendly customer service. Service can include responding to inquiries regarding product availability, eligibility, coverages, policy changes, transfers, claim submissions, and billing clarification.
Maintain compliance with financial regulations.

QUALIFICATIONS:

2+ years of experience in financial services.
Experience in sales (outside sales or inside sales representative, retail sales associate, or telemarketing) preferred.
Interest in marketing products and services based on customer needs.
Analytical and communication skills.
Able to effectively relate to customers.
Life and Health License (or willingness to obtain)
Series 6/63/65 or SIE licenses preferred.

Numbers & Facts

Location	Ludington, MI
Job Type	Full-time

Skills

Analysis Skillsunmatched
Billingunmatched
Calendar Managementunmatched
Communication Skillsunmatched
Consultingunmatched
Customer Relationsunmatched
Customer Support/Serviceunmatched
Customer Trainingunmatched
Dental Insuranceunmatched
Field Salesunmatched
Financial Planningunmatched
Financial Regulationsunmatched
Financial Servicesunmatched
Health Insuranceunmatched
Inside Salesunmatched
Investment Managementunmatched
Lead Generationunmatched
Maintain Complianceunmatched
Marketingunmatched
Needs Assessmentunmatched
Options Analysisunmatched
Product Marketingunmatched
Regulatory Complianceunmatched
Retail Salesunmatched
Risk Managementunmatched
Salesunmatched
Series 6unmatched
Telemarketingunmatched
Training/Teachingunmatched
Vision Planunmatched

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