Financial Services Representative - State Farm Agent Team Member
- Panama City Beach, FL
- $75,000-125,000 per year
- Permanent
- Full-time
- 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
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.
- 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.
- Base salary: 45-55k
- Expected annual earnings: 75-125k