Financial Services Representative - State Farm Agent Team Member
Full Time in Portland, OR
Responsive recruiter
Benefits
- 401(k) matching
- Bonus based on performance
- Health insurance
- Paid time off
- Training & development
ROLE DESCRIPTIONAs a Financial Services Representative - State Farm Agent Team Member with Kristin Staropoli - 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
- Work leads, conduct appointments, identify customer needs, and market appropriate products and services.
- Provide clients with financial planning and investment advice (if you have your Series 6, 63, & 65 licenses -- if not, I can help you obtain these)
- Conduct financial reviews and recommend appropriate products.
QUALIFICATIONS
- Bachelor's degree in finance, economics, accounting, or a related field preferred.
- Must be able to obtain relevant licenses.
- Excellent analytical, organizational, and problem-solving skills.
- Effective communication & interpersonal skills.
- Successful track record of meeting sales goals/quotas preferred.
- FINRA Series 6, 63 and 65 licenses preferred.
Compensation $55,000.00 - $70,000.00 per year
Join a community of good neighbors
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Make a difference in your community every day.
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Gain confidence and grow your dream career.
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Earn benefits and rewards that are second to none