Financial Account Representative – State Farm Agent Team Member jobs in United States
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State Farm Agent · 5 months ago

Financial Account Representative – State Farm Agent Team Member

State Farm Agent is seeking a qualified professional to join their winning team as a Financial Account Representative. This role involves establishing customer relationships, meeting marketing goals, and providing a remarkable customer experience to help the business grow.

Auto InsuranceFinanceFinancial ServicesHealth InsuranceInsuranceLife Insurance

Responsibilities

Establish customer relationships and follow up with customers, as needed
Work with the agent to establish and meet marketing goals
Develop leads, schedule appointments, identify customer needs, and market appropriate products and services
Maintain a strong work ethic with a total commitment to success each and every day

Qualification

Sales experienceFinancial servicesSeries 6Communication skillsDetail orientedCustomer relationsUnderstanding complex issuesSelf-motivatedPresentation skills

Required

Sales experience (outside sales or inside sales representative, retail sales associate, or telemarketing) preferred
Successful track record of meeting sales goals/quotas preferred
Excellent communication skills - written, verbal and listening
Self-motivated
Detail oriented
Ability to make presentations to potential customers
Ability to effectively relate to a customer
Knowledge of financial services products
Ability to explain complex financial issues in understandable terms
Series 6 and 63 (must have currently)
Courses on ethical and customer centered sales practices will be required
Selected candidate is expected to remain current in product changes, licensing, technical developments, and continuing education

Benefits

401K
Salary plus commission/bonus
Paid time off (vacation and personal/sick days)
Valuable experience
Growth potential/Opportunity for advancement within my agency

Company

State Farm Agent

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At State Farm®, our mission is to help people manage the risks of everyday life, recover from the unexpected, and realize their dreams.

Funding

Current Stage
Late Stage

Leadership Team

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Fawad Ahmad
SVP - Digital & Customer Experience and Chief Digital Officer
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Company data provided by crunchbase