Financial Services Representative – State Farm Agent Team Member

Brian Wiggins - State Farm Agent
  • Madison, AL
  • Full-time
30+ days ago

Job Description

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.

Numbers & Facts

LocationMadison, AL
Job TypeFull-time

Skills

  • Accountingunmatched
  • Analysis Skillsunmatched
  • Business Planunmatched
  • Calendar Managementunmatched
  • Communication Skillsunmatched
  • Customer Relationsunmatched
  • Customer Support/Serviceunmatched
  • Customer Trainingunmatched
  • Economicsunmatched
  • Financeunmatched
  • Financial Servicesunmatched
  • Insuranceunmatched
  • Lead Generationunmatched
  • Life Insuranceunmatched
  • Marketingunmatched
  • Mathematicsunmatched
  • Needs Assessmentunmatched
  • Options Analysisunmatched
  • Organizational Skillsunmatched
  • Problem Solving Skillsunmatched
  • Product Marketingunmatched
  • Retirement Planningunmatched
  • Risk Managementunmatched
  • Salesunmatched
  • Series 6unmatched
  • Training/Teachingunmatched

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