Financial Services Representative – State Farm Agent Team Member
Agent Chris Jones, Franklin, Tennessee, us, 37068
Financial Services Representative – State Farm Agent Team Member
Full Time in Franklin, TN
ROLE DESCRIPTION As a Financial Services Representative – State Farm Agent Team Member with Chris Jones - 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.
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.
QUALIFICATIONS
Bachelor's degree in finance, economics, accounting, or a related field.
Must be able to obtain relevant financial service 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
Salary plus commission/bonus
Paid time off (vacation and personal/sick days)
Growth potential/Opportunity for advancement within my office
401(k) matching
Paid time off
Compensation $50,000.00 - $80,000.00 per year
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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ROLE DESCRIPTION As a Financial Services Representative – State Farm Agent Team Member with Chris Jones - 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.
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.
QUALIFICATIONS
Bachelor's degree in finance, economics, accounting, or a related field.
Must be able to obtain relevant financial service 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
Salary plus commission/bonus
Paid time off (vacation and personal/sick days)
Growth potential/Opportunity for advancement within my office
401(k) matching
Paid time off
Compensation $50,000.00 - $80,000.00 per year
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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