Financial Account Representative – State Farm Agent Team Member

State Farm Logo
State Farm
40000 - 60000 USD / Year
  • Finance
  • FullTime
  • Applications have closed

ROLE DESCRIPTION:
As a Account Representative with State Farm Agent Krystal Brown, 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:

  • Knowledge of finance, economics, accounting, or a related field.
  • Must be able to obtain relevant financial service licenses.
  • Sound knowledge of life insurance.
  • 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:

  • Salary plus commission/bonus
  • Paid time off (vacation and personal/sick days)
  • Health benefits
  • Growth potential/Opportunity for advancement within my office

State Farm