ROLE DESCRIPTION: As a Financial Services Representative - State Farm Agent Team Member with Tim Winter - 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.
Grow a long-term book of business with a renewal income stream that compounds year over year
Work alongside an established, growth-focused agency team with deep local market relationships
Maintain compliance with financial regulations.
QUALIFICATIONS:
FINRA Series 6/63/65 or 7 license required.
2+ years of experience in financial services and/or insurance
Strong communication and analytical skills
Professional, trustworthy, and customer-focused demeanor