Financial Services Representative State Farm Agent Team Member

Lad Drago - State Farm Agent

Daphne, AL

$60,000 to $70,000 Yearly
Medical , Paid Time Off , Retirement
Full-Time

Job Description

ROLE DESCRIPTION:
As a Financial Services Representative State Farm Agent Team Member with Lad Drago - 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:

Must currently hold relevant financial service licenses (Life/Health, Series 6/63/65)
Proven experience working as a financial services representative (3+ years).
Experience with annuities and mutual funds.
Sound knowledge of financial legislation.
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: