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Daphne

    Financial Services Representative State Farm Agent Team Member - Daphne, United States - Lad Drago - State Farm Agent

    Lad Drago - State Farm Agent
    Lad Drago - State Farm Agent Daphne, United States

    1 week ago

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    Description

    Job Description

    Job DescriptionROLE DESCRIPTION:
    As a Financial Services Representative State Farm Agent Team Member with Lad Drago - 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:
    • Must currently hold relevant financial service licenses (Life/Health, Series 6/63/65)
    • Proven experience working as a financial services representative (3+ years).
    • Experience with annuities and mutual funds.
    • 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:
    • Simple IRA
    • Salary plus commission/bonus
    • Health benefits
    • Paid time off (vacation and personal/sick days)
    • Growth potential/Opportunity for advancement within my agency
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