What are the responsibilities and job description for the Licensed Financial Services Rep. State Farm Agent Team Member position at P&CP Academy?
Benefits:
As an Experienced Life & Health Insurance Representative, you serve as the first touch point and go-to for both new and existing customers that are searching for insurance coverage. Your main duties will include, but not limited to the following:
P&CP recruits for State Farm Agents that are actively seeking top-notch talent. Our affiliates take pride in their strong values, exceptional service, and unwavering commitment to their customers' needs. It is imperative that our applicants fit these core values.
Requirements:
This position is with a State Farm independent Agent, (Not State Farm Insurance Companies). All employees of State Farm agents must be able to successfully complete any applicable licensing requirements and training programs. State Farm agents are independent contractors who hire their own employees. State Farm agents’ employees are not employees of State Farm.
- Bonus based on performance
- Competitive salary
- Opportunity for advancement
- Training & development
As an Experienced Life & Health Insurance Representative, you serve as the first touch point and go-to for both new and existing customers that are searching for insurance coverage. Your main duties will include, but not limited to the following:
- Conducting thorough review of client's financial situation to identifying their needs, and recommend appropriate insurance and financial services.
- Possess a deep understanding of Insurance and financial products, including life, health, & available investment options.
- Develop leads, schedule appointments, and actively market services to potential & existing customers.
- Provide guidance on financial planning, such as retirement planning, investment strategies, & risk management.
- Effectively communicate complex financial information to clients in a clear and concise manner.
- Understand financial principles, investment options, & risk management strategies.
- Ability to analyze client data, identify financial needs, and recommend appropriate solutions when warranted.
P&CP recruits for State Farm Agents that are actively seeking top-notch talent. Our affiliates take pride in their strong values, exceptional service, and unwavering commitment to their customers' needs. It is imperative that our applicants fit these core values.
Requirements:
- Must hold State Insurance Licensure - (Preferably P&C, and Life & Health)
- Passionate about the role that insurance and financial services play in helping individuals manage the risks associated with everyday life.
- Driven to meet and exceed quotas and Sales targets.
- Organizational skills and proactive in problem solving
- Self-motivated with an ability to multi-task
This position is with a State Farm independent Agent, (Not State Farm Insurance Companies). All employees of State Farm agents must be able to successfully complete any applicable licensing requirements and training programs. State Farm agents are independent contractors who hire their own employees. State Farm agents’ employees are not employees of State Farm.