ROLE DESCRIPTION:
As a Financial Services Representative – State Farm Agent Team Member with Tish Oleksy - 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.
Position will have access to 2 books of business to pull potential clientele from. Prior licensing is required.
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.
• Promote life insurance and securities products, set appointments, meet with clients.

QUALIFICATIONS:

• Currently hold FL 215, Series 6, 65 and SIE licenses.
• Proven experience working as a financial services representative.
• 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:

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