Financial Services Representative – State Farm Agent Team Member
Financial Services Representative – State Farm Agent Team Member
State Farm Agent
Lansing, MI
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Role Description
As a Financial Services Representative – State Farm Agent Team Member with Trinesha Goebel - 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
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 Mason, MI And Help Customers With Their Insurance And Financial Services Needs, Including
Role Description
As a Financial Services Representative – State Farm Agent Team Member with Trinesha Goebel - 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.
- Must be able to obtain relevant financial service licenses.
- 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
- Hourly pay plus commission/bonus
- Health benefit (Medical, Vision, Dental)
- Paid time off (vacation and personal/sick days)
- Valuable experience
- Growth potential/Opportunity for advancement within my agency
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 Mason, MI And Help Customers With Their Insurance And Financial Services Needs, Including
- Auto insurance
- Home insurance
- Life insurance
- Retirement planning
-
Seniority level
Entry level -
Employment type
Full-time -
Job function
Finance and Sales -
Industries
Insurance
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