Rick Smith State Farm · 2 months ago
Financial Services Representative – State Farm Agent Team Member
Cedar Hill, TX
Full-time
Onsite
Mid LevelRick Smith State Farm is seeking a Financial Services Representative – State Farm Agent Team Member who will market financial products to manage everyday risks. The role requires a consultative approach to educate customers about their financial options and develop leads while working closely with the agent to meet marketing goals.
Insurance
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
Qualification
Required
Bachelor's degree in finance, economics, accounting, or a related field
Must be able to obtain relevant financial service licenses
Proven experience working as a financial services representative
Sound knowledge of financial legislation
Proficiency in Microsoft Office applications
Strong mathematical skills
Excellent analytical, organizational, and problem-solving skills
Effective communication skills
Exceptional customer service skills
Preferred
Successful track record of meeting sales goals/quotas preferred
Benefits
401(k)
401(k) matching
Company parties
Dental insurance
Health insurance
Opportunity for advancement
Paid time off
Signing bonus
Training & development
Vision insurance
Parental leave
Wellness resources
Bonus based on performance
Company
Rick Smith State Farm
The mission of the Rick Smith State Farm office is to provide Cedar Hill, Duncanville, Grand Prairie and surrounding Dallas County with insurance coverage they can count on.
Founded in 2011
2-10 employees
Funding
Current Stage
Early StageCompany data provided by crunchbase