State Farm

Financial Services Representative - State Farm Agent Team Member

State Farm$40K — $125K *
Finance & Insurance
Less than 5 years of experience
Job Overview by Ladders

Qualifications

  • Must obtain relevant financial service licenses.
  • Desired experience as a financial services representative.
  • Proficiency in Microsoft Office applications.
  • Strong mathematical skills.
  • Excellent organizational and problem-solving skills.
  • Effective communication skills.
  • Exceptional customer service skills.
  • Preferred successful track record of meeting sales goals.

Responsibilities

  • Educate customers about insurance options through a needs-based review process.
  • Collaborate with the agent to set agency and personal goals.
  • Generate leads, schedule appointments, and assess customer needs.
  • Market suitable financial products and services.
  • Provide analytical support to enhance customer knowledge and experience.

Benefits

  • Bonus based on performance
  • Flexible schedule
  • Paid time off
  • Training & development
Full Job Description
Responsive recruiter

Benefits:
  • Bonus based on performance
  • Competitive salary
  • Flexible schedule
  • Paid time off
  • Training & development


ROLE DESCRIPTION:As a Financial Services Representative with Lane Madsen State Farm, 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 agency and personal goals
  • Develop leads, schedule appointments, identify customer needs, and market appropriate products and services.

QUALIFICATIONS:
  • Must be able to obtain relevant financial service licenses.
  • Proven experience working as a financial services representative (desired but not required).
  • Proficiency in Microsoft Office applications.
  • Strong mathematical skills.
  • Excellent organizational and problem-solving skills.
  • Effective communication skills.
  • Exceptional customer service skills.
  • Successful track record of meeting sales goals/quotas preferred (desired but not required).

BENEFITS:
  • Salary plus commission/bonus
  • Paid time off (vacation and personal/sick days)
  • Profit sharing potential
  • Growth potential/Opportunity for advancement within my office


Compensation: $40,000.00 - $125,000.00 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 Dubuque, IA 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.

About State Farm

State Farm is a large group of insurance companies throughout the United States. State Farm participates in many online communities they want these to be places where people can share, discuss and discover great information and ideas. In keeping with the spirit of these communities they have a core set of guidelines for everyone to follow. These will make their State Farm online communities a place everyone can enjoy.

State Farm Careers

Joining State Farm means becoming part of a community of driven professionals dedicated to innovation and leadership in the insurance industry. As one of the leading insurance providers, State Farm offers unparalleled job opportunities and career growth prospects within a culture that values diversity and inclusion.

Work You’ll Do

At State Farm, your work will directly contribute to our mission of helping people manage the risks of everyday life, recover from the unexpected, and realize their dreams. Our team is at the forefront of developing innovative solutions that meet the evolving needs of our customers.

Empower Your Professional Growth

State Farm is not just about insurance; it's about fostering a culture of continuous professional development and leadership. With a variety of career paths available, the potential for growth is limitless. Whether you're looking to advance in claims handling, underwriting, marketing, or customer service, State Farm provides the training and support needed to advance your career.

Innovate with Us

Our commitment to innovation is fundamental to our success. At State Farm, you will work alongside industry experts to develop solutions that not only meet current customer needs but also anticipate future trends in the insurance industry. Our collaborative environment encourages creativity and out-of-the-box thinking to drive innovation and efficiency.

Join Our Diverse Team

Diversity and inclusion are at the heart of our company culture. State Farm believes that a diverse workforce fosters better decision-making and more effective teams. We are committed to providing diversity training and networking opportunities that enhance the skills and potential of all team members.

Internship and Employment Opportunities

State Farm offers a range of internship and employment opportunities that provide hands-on experience in the insurance industry. Our internships are designed to give you a solid foundation in your chosen field, while full-time positions offer benefits and the chance to work as part of a dynamic team.

Benefits of Working at State Farm

Choosing a career at State Farm means enjoying a competitive package of benefits that support both your professional and personal life. From health and wellness programs to retirement plans, we ensure that our team members are well taken care of.

How to Apply

Ready to take the next step in your career? Explore the open positions on our State Farm Jobs page. Tailor your resume to highlight the skills and experiences that align with the position you are interested in. Prepare for your interview by researching common questions and practicing your responses. Our hiring process is designed to identify passionate, curious, and solution-driven team players who are ready to make a difference.

Stay Connected

Keep up to date with the latest at State Farm by following our Careers Blog. Here, you’ll find career tips, insider perspectives, and industry-leading insights that you can put to use today—all from the people who work here.

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Personalize your subscription to receive job alerts, latest news, and insider tips tailored to your preferences. Discover the exciting and rewarding opportunities that await at State Farm. Join State Farm today and be part of a company that values innovation, leadership, and a commitment to its employees.
Learn more about State Farm
Size
58,000 employees
Industry

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