Financial Services Representative – State Farm Agent Team Member
Full Time in Raleigh, NC
ROLE DESCRIPTION:Help customers plan, save, invest, and grow with State Farm. Whether that is saving for retirement, funding a child’s education, or building wealth, this role is designed to partner with our customers to help them realize the future they invision. RESPONSIBILITIES: Use a customer-focused, needs-based review process to educate customers about insurance and financial service options. Design and implement goal oriented financial plans specific to customer needs. Provide both the guidance and products to help them achieve their goals. Develop leads, schedule appointments, identify customer needs, and market appropriate products and services. Customer appointments can be held face to face or via video conferencing. The agency has two locations and a large established book of insurance business that will be used for financial service opportunities. QUALIFICATIONS: Bachelor's degree in finance, economics, accounting, or a related field. Series 7 licensed, CHFC or a combination of the Series 6, 63 and 65. 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: Salary plus commission/bonus Paid time off (vacation and personal/sick days) Health benefits Group life insurance 401k with match Growth potential/Opportunity for advancement within my office Compensación: $50,000.00 - $100,000.00 per year My team's mission is to help people manage the risks of everyday life, recover from the unexpected and realize their dreams. We are located in Raleigh, NC and help customers with their insurance and financial services needs, including: Auto insurance Home insurance Life insurance Retirement planning State Farm agents are independent contractors who hire their own employees. State Farm agents’ employees are not employees of State Farm. Agents are responsible for and make all employment decisions regarding their employees.
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