Financial Services Representative – State Farm Agent Team Member
Part Time • Baltimore, MD
Benefits:
- 401(k) matching
- Bonus based on performance
- Flexible schedule
- Opportunity for advancement
- Paid time off
ROLE DESCRIPTION:
As a Financial Services Representative with Tamara Thomson Insurance & Financial Services Inc., you will be responsible for successfully marketing 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:
As a Financial Services Representative with Tamara Thomson Insurance & Financial Services Inc., you will be responsible for successfully marketing 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:
Position requires: Series 6, 63 and 65 financial licenses and also a Life & Health License.
- Proven experience working as a financial services representative.
- 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)
- Retirment
- Growth potential/Opportunity for advancement within my office
Compensación: $40,000.00 - $80,000.00 per year
My team's mission is to help people manage the risks of everyday life, recover from the unexpected and realize their dreams. We are located in Baltimore, MD and help customers with their insurance and financial services needs, including:
- Auto insurance
- Home insurance
- Life insurance
- Retirement planning
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.
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