Financial Services Representative - State Farm Agent Team Member
hace 23 días
Jersey City
Job DescriptionBenefits: • Simple IRA, • Bonus based on performance, • Competitive salary, • Opportunity for advancement, • Paid time off, • Training & development, • Flexible schedule Core Responsibilities: • Prospecting & Outreach, • Make consistent outbound cold calls to generate new financial services opportunities, • Proactively contact existing personal lines customers (auto, home, renters, umbrella), • Develop referral relationships through client conversations and community outreach, • Build and manage a personal prospect pipeline, • Household Financial DiscoveryConduct consultative conversations to uncover:, • 529 college savings plans, • IRA and Roth IRA opportunities, • 401(k) rollovers from former employers, • Asset consolidation and retirement planning needs, • Educate clients on available solutions and schedule follow-up meetings, • Small Business Financial Solutions, • Call on small- to medium-sized business ownersIdentify and develop opportunities for:, • New or replacement 401(k) plans, • SEP-IRA plans, • Safe Harbor 401(k) plans, • Coordinate plan implementation and ongoing service, • Collaboration & Compliance, • Partner with the agency owner and team to increase household and business penetration, • Document activity, pipeline, and results in CRM systems, • Adhere to all regulatory, licensing, and compliance standardsRequired Qualifications:, • Willingness and ability to make cold calls daily, • Strong phone skills and confidence initiating conversations, • Financial services, banking, insurance, or investment experience preferred, • Life and Health License (or willingness to obtain), • Series 6, 63, and/or 65 (or willingness to obtain), • Organized, self-motivated, and goal-driven, • Relationship-focused with a consultative approachWhat We Offer:, • Access to an existing property & casualty book of business, • Support, referrals, and collaboration within an established agency, • Clear expectations and measurable performance metrics, • Competitive compensation with upside tied to production Compensation: 70k base (+ bonus after obtaining Series licenses) - 120k Employment Type: Full-time, hybrid (1-2 days in office per week) Flexible work from home options available.
Abdullah G.Activo hace 11 minutos
