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Financial Services Representative – State Farm Agent Team Member

Brian Wiggins - State Farm Agent

Madison, AL

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JOB DETAILS
SKILLS
Accounting, Analysis Skills, Business Plan, Calendar Management, Communication Skills, Customer Relations, Customer Support/Service, Customer Training, Economics, Finance, Financial Services, Insurance, Lead Generation, Life Insurance, Marketing, Mathematics, Needs Assessment, Options Analysis, Organizational Skills, Problem Solving Skills, Product Marketing, Retirement Planning, Risk Management, Sales, Series 6, Training/Teaching
LOCATION
Madison, AL
POSTED
30+ days ago
Benefits:
  • Company Simple IRA Matching
  • Company Simple IRA
  • Bonus based on performance
  • Competitive salary
  • Opportunity for advancement
  • Paid time off
  • Training & development
  • Flexible schedule

ROLE DESCRIPTION:
As a Financial Services Representative – State Farm Agent Team Member with Brian Wiggins - 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.

BENEFITS:
  • Salary plus commission/bonus
  • PTO
  • No Weekend or Evening work expectations
  • Growth potential/Opportunity for advancement within my office
  • Signing bonus for pre-licensed professionals
  • Commission paid monthly. 
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.
  • Prospect Current Large book of business for Retirement planning services
QUALIFICATIONS:
  • Bachelor's degree in finance, economics, accounting, or a related field.
  • Must have current license in Life Insurance and a License in Series 6, 63, 65, 7 or comparable 
  • Proven experience working as a financial services representative.
  • Sound knowledge of financial legislation.
  • Strong mathematical skills.
  • Excellent analytical, organizational, and problem-solving skills.
  • Effective communication skills.
  • Exceptional customer service skills.

About the Company

B

Brian Wiggins - State Farm Agent

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