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Tony Lopez State Farm Agent

10 jobs near Columbus, OH

Financial Services Representative - State Farm Agent Team Member

Tony Lopez - State Farm Agent

Orlando, FL • On-site

$50K - $65K/yr

Full-time

Medical, Retirement, PTO

Re-posted 27 days ago

Job description

Benefits:
  • 401(k)
  • Bonus based on performance
  • Competitive salary
  • Flexible schedule
  • Health insurance
  • Opportunity for advancement
  • Paid time off
  • Training & development

ROLE DESCRIPTION:
As a Financial Services Representative - State Farm Agent Team Member with Tony Lopez - State Farm Agent, you will successfully market the financial products that manage everyday risks. Your proficient knowledge 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:
  • Consult customers on financial planning, investment options, and life/health insurance coverage.
  • Identify customer needs and present tailored insurance solutions.
  • Proactively generate and follow up on leads to drive new business.
  • Conduct financial reviews and recommend appropriate products.
  • Maintain compliance with financial regulations.
QUALIFICATIONS:
  • Active Life & Health license (required or ability to obtain quickly)
  • FINRA SIE, Series 6/63/65 or 7 license required.
  • Previous experience in financial services and/or insurance
  • Strong communication and analytical skills
  • Professional, trustworthy, and customer-focused demeanor