Licensed Financial Service Representative

StaffMyAgency LLC

$80K — $100K *
Finance & Insurance
Less than 5 years of experience
Job Overview by Ladders

Qualifications

  • Must possess securities licenses and required financial services experience.
  • Life and Health license is mandatory.
  • Excellent interpersonal and communication skills.
  • Strong organizational abilities and attention to detail.
  • Self-motivated with proactive problem-solving skills.

Responsibilities

  • Build and nurture customer relationships, following up as needed.
  • Deliver prompt, accurate, and friendly customer service.
  • Educate customers about insurance options through a needs-based review process.
  • Demonstrate a strong work ethic and commitment to daily success.
  • Identify and develop service opportunities with existing and new clients.

Benefits

  • Paid time off for personal and sick days, and vacation.
  • Paid holidays and employer-paid group health insurance.
  • 401(k) plan with employer matching contributions.
  • Opportunity for career growth and advancement within the office.
  • Gaining valuable experience in the financial services sector.
Full Job Description
Successful State Farm Agent is seeking a qualified professional to join their winning team for the role of a remote Licensed Financial Services Representative. We seek an licensed energetic professional interested in helping our business grow through value-based conversations and remarkable customer experience.

This role requires exceptional relationship building, organizational skills, attention to detail, and the ability to handle sensitive and confidential information with utmost discretion. The best candidate understands the State Farm Agency model and has market area operations acumen.

This remote position is only available to candidates who meet the following criteria:
  1. Must be securities licensed and have experience in the Financial Services industry.
  2. Must be willing and able to work at three office locations on-site with opportunity for occasional remote work.


Responsibilities include but not limited to:
  • Establish customer relationships and follow up with customers, as needed.
  • Provide prompt, accurate, and friendly customer service.
  • Use a customer-focused, needs-based review process to educate customers about insurance options.
  • Maintain a strong work ethic with a total commitment to success each and every day.
  • Develop new service opportunities with both existing and new clients.
As an Agent Team Member, you will receive...
  • Base Salary $80k - $100k depending on experience
  • Commissions
  • Paid time off (personal/sick days and vacation)
  • Paid holidays
  • Employer paid group health insurance
  • Matching 401(k)
  • Valuable experience
  • Growth potential/Opportunity for advancement within my office
Requirements
  • Prior financial services experience (required)
  • Securities licenses (required)
  • Life and Health license (required)
  • Excellent interpersonal skills
  • Excellent communication skills - written, verbal and listening
  • People-oriented
  • Organizational skills
  • Self-motivated
  • Detail oriented
  • Proactive in problem solving
  • Dedicated to customer service
  • Able to learn computer functions
  • Pride in getting work done accurately and timely
  • Ability to work in a team environment
  • Ability to multi-task
  • Provide timely and thorough activity reports to agent
  • Selected candidate is expected to remain current in product changes, licensing, technical developments, and continuing education
If you are motivated to succeed and can see yourself in this role, please submit your resume. We will follow up with you on the next steps in the interview process.

This position is with a State Farm independent contractor agent, not with State Farm Insurance Companies. Employees of State Farm agents must be able to successfully complete any applicable licensing requirements and training programs. State Farm agents are independent contractors who hire their own employees. State Farm agents' employees are not employees of State Farm.

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