Financial Services Representative – State Farm Agent Team Member
Full Time • Hampton, VA
ROLE DESCRIPTION:
As a Bank Products Position - Team Member with Shelton Lucas State Farm 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:
As a Bank Products Position - Team Member with Shelton Lucas State Farm 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:
- Interest in finance, economics, accounting, or a related field.
- Must be able to obtain life insurance, health insurance, and annuities licenses.
- Proven experience working in sales..
- Proficiency in Microsoft Office applications.
- Strong sales skills.
- Excellent analytical, organizational, and problem-solving skills.
- Effective communication skills.
- Exceptional customer service skills.
- Successful track record of meeting sales goals/quotas preferred
- Ambitious and driven for success
BENEFITS:
- Hourly plus commission/bonus
- Paid time off (vacation and personal/sick days)
- Growth potential/Opportunity for advancement within the Agency
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 Hampton, VA 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.
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