ROLE DESCRIPTION:
As a Financial Services Administrator – State Farm Agent Team Member with Matt Mccoy - 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, including financial planning, retirement planning, investments, and financial advisory.
• Work closely with clients to understand their financial needs and make recommendations to help them achieve their goals.
• Develop leads, schedule appointments, identify customer needs, and market appropriate products and services.

QUALIFICATIONS:

• Retirement planning and investment experience.
• Must be able to obtain relevant financial service licenses.
• Proven experience working as a financial services representative.
• 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:

• 401k
• Salary plus commission/bonus
• Health benefits
• Paid time off (vacation and personal/sick days)
• Flexible hours
• Growth potential/Opportunity for advancement within my agency
• Hiring Bonus