Insurance and Financial Services Position - State Farm Team Member jobs in United States
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State Farm Agent · 1 month ago

Insurance and Financial Services Position - State Farm Team Member

State Farm Agent is seeking a driven professional to join their winning team as a Financial Services Representative. The role involves helping customers through value-based conversations to learn about their goals and protecting their assets, while also developing leads and building customer relationships.

Auto InsuranceFinanceFinancial ServicesHealth InsuranceInsuranceLife Insurance

Responsibilities

Develop leads, schedule appointments, identify customer needs, and market appropriate products and services
Use a customer-focused, needs-based review process to educate customers about insurance options
Establish and build customer relationships and follow up as needed
Work with the agent to establish and meet marketing and sales goals
Maintain a strong work ethic with a total commitment to success each and every day

Qualification

Sales experiencePropertyCasualty licenseLifeHealth licenseInvestment LicenseBachelor's degreeCommunicatorEnthusiastic about insuranceInterest in marketingSelf-motivated

Required

Interest in marketing products and services based on customer needs
Enthusiastic about the role insurance and financial products play in helping people manage the risks of everyday life, recover from the unexpected, and realize their dreams
Self-motivated
Property and Casualty license (must be able to obtain in first 90 days)
Life and Health license (must be able to obtain in first 90 days)
Investment License (SIE, Series 6 & Series 63 – must be able to obtain in first 2 years)
Bachelor's degree

Preferred

Sales experience (outside sales or inside sales representative, retail sales associate, or telemarketing)
Successful track record of meeting sales goals/quotas

Benefits

401(k)
401(k) matching
Bonus based on performance
Health insurance
Opportunity for advancement
Paid time off
Training & development
Health insurance benefits
Retirement benefits

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