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ROLE DESCRIPTION:
As a Financial Services Representative – State Farm Agent Team Member with Mandi Fortner - State Farm Agent, you will successfully market the financial products that manage everyday risks. 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 – State Farm Agent Team Member with Mandi Fortner - State Farm Agent, you will successfully market the financial products that manage everyday risks. 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:
- Prior experience in finance, economics, accounting, insurance or a related field.
- Must be able to obtain relevant financial service licenses.
- Proven experience working as a financial services representative.
- Proficient multi-tasker with high attention to detail.
- Strong mathematical skills.
- Excellent analytical, organizational, and problem-solving skills.
- Effective communication skills.
- Exceptional customer service skills. Enjoys working with people and helping people.
BENEFITS:
- Salary plus commission/bonus
- Paid time off (vacation and personal/sick days)
- No Major Medical Insurance provided
- Life Insurance provided
- SIMPLE retirement plan provided
My team's mission is to help people manage the risks of everyday life, recover from the unexpected and realize their dreams. We are located in Millbrook, AL and help customers with their insurance and financial services needs, including:
- Auto insurance
- Home insurance
- Life insurance
- Retirement planning
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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