Financial Services Representative – State Farm Agent Team Member

State Farm

  • Portland, OR
  • $50,000-70,000 per year
  • Permanent
  • Full-time
  • 23 days ago
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:
  • 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:
  • Bachelor's degree in finance, economics, accounting, or a related field.
  • Must be able to obtain relevant financial service licenses.
  • Proven experience working as a financial services representative.
  • Excellent analytical, organizational, and problem-solving skills.
  • Effective communication skills.
  • Successful track record of meeting sales goals/quotas preferred
BENEFITS:
  • Salary plus commission/bonus
  • Paid time off (vacation and personal/sick days)
  • Health benefits
  • Retirement benefits
  • Growth potential/Opportunity for advancement within my office
  • Reimbursement for licensing costs

State Farm