Financial Services Representative – State Farm Agent Team Member
Full Time in Ukiah, CA
Benefits
- 401(k) matching
- Bonus based on performance
- Flexible schedule
- Paid time off
- Profit sharing
- Training & development
ROLE DESCRIPTIONAs a Financial Services Representative – State Farm Agent Team Member with Jay Epstein - 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 and financial services 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
- Prefer Bachelor's degree in finance, economics, accounting, or a related field.
- Must have or be able to obtain relevant financial service licenses. Series 6, 63, 65, Life and Health.
- 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
- Hourly plus commission/bonus
- Paid time off (vacation and personal/sick days)
- 401K
Compensation $42,000.00 - $120,000.00 per year
Join a community of good neighbors
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Make a difference in your community every day.
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Gain confidence and grow your dream career.
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Earn benefits and rewards that are second to none