via Indeed
$40K - 50K a year
Educate customers about insurance options, develop leads, and meet marketing goals.
Must obtain relevant financial licenses, proficiency in Microsoft Office, strong analytical and customer service skills, and a successful sales track record.
ROLE DESCRIPTION: As a Financial Services Representative – State Farm Agent Team Member with Amy Wakem - 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: • Must be able to obtain relevant financial service licenses. • 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: • Hourly pay plus commission/bonus • Paid time off (vacation and personal/sick days) • Flexible hours • Growth potential/Opportunity for advancement within my office
This job posting was last updated on 12/12/2025