Financial Services Representative - State Farm Agent Team Member
Full Time • Portland, OR
Responsive recruiter
Benefits:
- 401(k) matching
- Bonus based on performance
- Health insurance
- Paid time off
- Training & development
ROLE DESCRIPTION:
As a Financial Services Representative - State Farm Agent Team Member with Kristin Staropoli - 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 Kristin Staropoli - 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
- Work leads, conduct appointments, identify customer needs, and market appropriate products and services.
- Provide clients with financial planning and investment advice (if you have your Series 6, 63, & 65 licenses -- if not, I can help you obtain these)
- Conduct financial reviews and recommend appropriate products.
QUALIFICATIONS:
- Bachelor's degree in finance, economics, accounting, or a related field preferred.
- Must be able to obtain relevant licenses.
- Excellent analytical, organizational, and problem-solving skills.
- Effective communication & interpersonal skills.
- Successful track record of meeting sales goals/quotas preferred.
- FINRA Series 6, 63 and 65 licenses preferred.
Compensation: $55,000.00 - $70,000.00 per year
We're Hiring!
We are a very busy office and are looking for our next great team member. We are a growing agency with big dreams and lots of potential. We attribute our success to having a fun, energetic environment that is an enjoyable place to work.
About Our Agency
- Our mission is to help people manage the risks of everyday life, recover from the unexpected and realize their dreams.
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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