Registered Representative - State Farm Agent Team Member

State Farm

$50K — $125K *
Finance & Insurance
Less than 5 years of experience
Job Overview by Ladders

Qualifications

  • Bachelor's degree in finance, economics, accounting, or related field.
  • Ability to obtain relevant financial service licenses.
  • Experience as a financial services representative is required.
  • Strong understanding of financial legislation.
  • Proficient in Microsoft Office applications.
  • Strong mathematical skills essential.
  • Excellent analytical, organizational, and problem-solving skills.

Responsibilities

  • Educate customers about insurance options through a needs-based review process.
  • Collaborate with the agent to establish and achieve marketing goals.
  • Generate leads and schedule appointments to identify customer needs.
  • Market suitable financial products and services to prospects.
  • Provide ongoing support and consultation to existing customers.

Benefits

  • Bonus based on performance.
  • Free food & snacks.
  • Signing bonus.
  • Training & development opportunities.
  • Paid time off including vacation and sick days.
  • Health benefits.
  • Profit sharing.
  • Opportunities for advancement within the office.
Full Job Description
Benefits:
  • Bonus based on performance
  • Free food & snacks
  • Signing bonus
  • Training & development


ROLE DESCRIPTION:As a Registered Representative - State Farm Agent Team Member with Chris McCoy - 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)
  • Health benefits
  • Profit sharing
  • Growth potential/Opportunity for advancement within my office


Compensation: $50,000.00 - $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 Phoenix, AZ 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.

Similar Jobs

More Jobs at State Farm

More Finance & Insurance Jobs

Find similar Registered Representative - State Farm Agent Team Member jobs: