Financial Services Representative - State Farm Agent Team Member
Full Time • Panama City Beach, FL
Responsive recruiter
Benefits:
- Life insurance
- Direct mentorship by the Agent
- 401(k) matching
- Bonus based on performance
- Competitive salary
- Health insurance
- Opportunity for advancement
- Paid time off
- Profit sharing
- Training & development
ROLE DESCRIPTION:
As a Financial Services Representative - State Farm Agent Team Member with Mark Kinkade - State Farm Agent, you will successfully market the financial products that manage everyday risks. Your proficient knowledge of these 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 Financial Services Representative - State Farm Agent Team Member with Mark Kinkade - State Farm Agent, you will successfully market the financial products that manage everyday risks. Your proficient knowledge of these 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 and assist individuals with their retirement planning needs.
- Consult customers with financial planning and investment options.
- Conduct financial reviews and recommend appropriate products.
- Work with the Agent to establish and meet marketing objectives for the Agency.
- Develop leads and deepen relationships with our existing customers by providing insurance and financial service recommendations.
- Maintain compliance with insurance and financial regulations.
QUALIFICATIONS:
- Experience marketing Financial Services products.
- Series 6, 63, 65 or 7 license (required).
- Property/Casualty and Life/Health licenses (must be able to obtain).
- Ability to meet routinely and engage with customers to produce needs-based recommendations.
- Self-motivated and ready to exceed goals.
- Must be enthusiastic about the role insurance and financial services play in helping people manage the risks of everyday life.
- Excellent communication skills - written, verbal and attention-detailed listening.
COMPENSATION:
- Base salary: 45-55k
- Expected annual earnings: 75-125k
Compensation: $75,000.00 - $125,000.00 per year
We're Hiring!
This busy insurance and financial services office has a passion to make a difference in the lives of others and better the community. We are a growing agency with big dreams and lots of potential. Our team is comprised of results-oriented individuals that are serious about their development.
About Our Agency
- Our mission is to help people manage the risks of everyday life, recover from the unexpected and realize their dreams.
- Our office is located in Panama City Beach.
- Our office is open 9am - 5pm.
If you want a career, not a job, then we encourage you to apply.
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.
(if you already have a resume on Indeed)
Or apply here.
Make a difference in your community every day
Gain confidence and grow your career
Earn benefits and rewards that are second to none