What are the responsibilities and job description for the Financial Services Representative - State Farm Agent Team Member position at Paul Lavelle - State Farm Agent?
Benefits:
- Simple IRA
- Life insurance
- Health insurance
- Company parties
- Bonus based on performance
- Competitive salary
- Flexible schedule
- Opportunity for advancement
- Paid time off
- Training & development
ROLE DESCRIPTION:
As a Financial Services Representative - State Farm Agent Team Member with Paul Lavelle - State Farm Agent, you will successfully market the financial products that manage everyday risks. Your proficient knowledge 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:
As a Financial Services Representative - State Farm Agent Team Member with Paul Lavelle - State Farm Agent, you will successfully market the financial products that manage everyday risks. Your proficient knowledge 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:
- Consult customers on financial planning, investment options, and life/health insurance coverage.
- Identify customer needs and present tailored insurance solutions.
- Proactively generate and follow up on leads to drive new business.
- Conduct financial reviews and recommend appropriate products.
- Maintain compliance with financial regulations.
QUALIFICATIONS:
- Active Life & Health license (required or ability to obtain quickly)
- FINRA Series 6/63/65 or 7 license preferred
- Previous experience in financial services and/or insurance
- Strong communication and analytical skills
- Professional, trustworthy, and customer-focused demeanor
How to Apply:
Please review our website below, and if you think our office is a good fit, and you are ready to embark on an exciting career in insurance sales, we want to hear from you!
www.paullavelle.net
Please review our website below, and if you think our office is a good fit, and you are ready to embark on an exciting career in insurance sales, we want to hear from you!
www.paullavelle.net
Paul Lavelle - State Farm Agent is an equal opportunity employer and encourages applications from individuals of all backgrounds.
Benefits:
Vacation & Paid Time Off, 401K Plan, Paid HolidaysSalary : $50,000 - $75,000