Financial Services Representative – State Farm Agent Team Member
Full Time • Harrisburg, PA
Responsive recruiter
Benefits:
- 401(k) matching
- Bonus based on performance
- Competitive salary
- Flexible schedule
- Health insurance
- Profit sharing
ROLE DESCRIPTION:
As a Financial Services Representative with our office, you help our customers plan for a successful retirement using our planning software and financial products. 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.
RESPONSIBILITIES:
As a Financial Services Representative with our office, you help our customers plan for a successful retirement using our planning software and financial products. 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.
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.
QUALIFICATIONS:
- Bachelor's degree in finance, economics, accounting, or a related field.
- Licenses required: SIE, Series 6, Series 63
- 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.
- Successful track record of meeting sales goals/quotas preferred
BENEFITS:
- Salary plus commission/bonus
- Paid time off (vacation and personal/sick days)
- Health benefits
- Profit sharing
- Growth potential/Opportunity for advancement within my office
Compensation: $45,000.00 - $100,000.00 per year
Looking for the skills and confidence to run a business in the future?
About Our Agency
Apply now and let us put you on the path to success.
State Farm agents are independent contractors who hire their own employees. State Farm agents’ employees are not employees of State Farm. Agents are responsible for and make all employment decisions regarding their employees.
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