Financial Services Representative - State Farm Agent Team Member
hace 12 días
Lockport
Job DescriptionBenefits: • Bonus based on performance, • Competitive salary, • Opportunity for advancement, • Paid time off We believe great results come from consistency and teamwork. Our office offers ongoing sales challenges and recognition programs that reward effort, activity, and performance. New hires can take advantage of fast-start incentives, while experienced team members have opportunities to earn cash bonuses, gift cards, extra paid time off, and ongoing recognition for exceeding expectations RESPONSIBILITIES: • Consult customers on financial planning, investment options, and life/health insurance coverage., • Identify customer needs and present tailored insurance solutions., • Proactively generate and follow up on leads to drive new business., • Conduct financial reviews and recommend appropriate products., • Maintain compliance with financial regulations.QUALIFICATIONS:, • Active Life & Health license (required or ability to obtain quickly), • FINRA Series 7 and 63 licenses preferred, • Previous experience in financial services and/or insurance, • Strong communication and analytical skills, • Professional, trustworthy, and customer-focused demeanor