Financial Services Representative - State Farm Agent Team Member
Madison, AL
Financial Services Representative - State Farm Agent Team Member
Full Time • Madison, AL
Benefits:
- Health insurance
- Opportunity for advancement
- Paid time off
- Parental leave
- Training & development
- Vision insurance
- 401(k) matching
- Bonus based on performance
- Competitive salary
- Dental insurance
ROLE DESCRIPTION:
As an Insurance and Financial Services representative with David Perkins State Farm, you will successfully market the financial and insurance 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. You get to help customers protect from everyday risks, and plan for the future. You will work with the agent in engaging with customers and helping with their financial situation both with planning and protecting.
This role could lead towards obtaining your financial planning licenses if not currently held. It could also lead to the ability to own and open your own agency in the future.
RESPONSIBILITIES:
As an Insurance and Financial Services representative with David Perkins State Farm, you will successfully market the financial and insurance 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. You get to help customers protect from everyday risks, and plan for the future. You will work with the agent in engaging with customers and helping with their financial situation both with planning and protecting.
This role could lead towards obtaining your financial planning licenses if not currently held. It could also lead to the ability to own and open your own agency in the future.
RESPONSIBILITIES:
- Consult customers with financial planning, insurance coverages, and investment options.
- Assist customers with portfolio management and asset allocation.
- Conduct financial reviews and recommend appropriate products and work with the agent with financial planning.
- Maintain compliance with financial and insurance regulations.
- Help set and sit in financial planning appointments
- Follow up with customers through calls, emails, texts, and face to face conversations
- Have in depth conversations and ask questions to uncover needs, gaps, and help provide solutions to benefit the customer
QUALIFICATIONS:
- 1-3 +years of experience in financial services preferred.
- Analytical and communication skills.
- Series 6/63/65 or SIE licenses preferred, or can be obtained within the role
- Sales experience preferred
- Must be able to obtain Property and Casualty, and Life and Health licenses
Compensation: $40,000.00 - $80,000.00 per year
Are You Driven & Ambitious?
We are a very busy office and are looking for our next great team member. We are an established, growth-oriented agency with a team of highly motivated individuals. We attribute our success to having a fun, energetic environment that is an enjoyable place to work. Our team is comprised of results-oriented individuals that are serious about their development. If you are self-motivated, possess an entrepreneurial spirit and have a desire to win and achieve results, please consider joining our team.
About Our Agency
- Our mission is to help people manage the risks of everyday life, recover from the unexpected and realize their dreams.
- We help customers with their insurance and financial services needs, including Auto Insurance, Home Insurance, Life Insurance, Retirement Planning, Business Insurance, College Planning, and Renters Insurance.
- Our office is located in Scottsboro, AL .
- Our office is open 9:00-5:00.
- Before becoming a State Farm Agent, I was previously employed as a State Farm Agent Team Member.
- Our agency has received awards including: Chairman's Circle, Ambassador Travel, Legion of Honor, Senior Vice President's Club, and Bronze Tablet
If you want a career, not a job, then we encourage you to apply.
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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