Financial Services Representative - State Farm Agent Team Member

Benefits:

• 401(k) matching
• Bonus based on performance
• Health insurance
• Paid time off
• Training & development

ROLE DESCRIPTION:
As 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.
• 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:

• 2+ years of experience in insurance or a relevant financial field.
• Life/Health insurance license (required).
• Excellent analytical, organizational, and problem-solving skills.
• Effective communication & interpersonal skills.
• Successful track record of meeting sales goals/quotas.
• FINRA Series 6, 63 and 65 licenses preferred.

** I encourage you to check out our website at www.kristinstaropoli.com to learn more about our agency and see you if you align with our team values, mission, & vision. **