Job DescriptionJob DescriptionROLE DESCRIPTION:
As a Financial Services Representative - State Farm Agent Team Member with Paul Sheets - State Farm Agent, 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:
Provide clients with financial planning and investment advice.Assist clients with portfolio management and asset allocation.Conduct financial reviews and recommend appropriate products.Maintain compliance with financial regulations.QUALIFICATIONS:
3+ years of experience in financial services.Strong analytical and communication skills.FINRA Series 7 and 63 licenses preferred.
Job DescriptionJob DescriptionROLE DESCRIPTION:
Paul Sheets - State Farm Agent is seeking a qualified and empathetic professional for the role of Life/Health Insurance Position - State Farm Agent Team Member. As a customer-oriented expert, you will market the best Life/Health insurance services and products to benefit clients and their families. Your sales experience equips you to continually grow your income as you provide the needed security for times of distress and vulnerability.
As a strategic and emotionally intelligent resource to the community, we are excited to expand our successful agency with your skillset.
RESPONSIBILITIES:
Sell life and health insurance policies to new and existing clients.Conduct needs analysis to identify the best insurance products for clients.Explain policy features, benefits, and exclusions to clients.Assist clients with claims and policy changes.Develop and maintain client relationships to foster long-term trust.Stay updated on industry trends and new product offerings.Ensure compliance with state and federal regulations.QUALIFICATIONS:
State insurance license for life and health insurance.Strong communication and interpersonal skills.Ability to understand and explain complex insurance products.Sales experience, preferably in insurance.Detail-oriented with excellent organizational skills.Ability to build and maintain client relationships.Proficiency with insurance agency software.
Job DescriptionJob DescriptionROLE DESCRIPTION:
As a Financial Services Representative - State Farm Agent Team Member with Paul Sheets - State Farm Agent, 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:
Provide clients with financial planning and investment advice.Assist clients with portfolio management and asset allocation.Conduct financial reviews and recommend appropriate products.Maintain compliance with financial regulations.QUALIFICATIONS:
3+ years of experience in financial services.Strong analytical and communication skills.FINRA Series 7 and 63 licenses preferred.
Job DescriptionJob DescriptionROLE DESCRIPTION:
Paul Sheets - State Farm Agent is seeking a qualified and empathetic professional for the role of Life/Health Insurance Position - State Farm Agent Team Member. As a customer-oriented expert, you will market the best Life/Health insurance services and products to benefit clients and their families. Your sales experience equips you to continually grow your income as you provide the needed security for times of distress and vulnerability.
As a strategic and emotionally intelligent resource to the community, we are excited to expand our successful agency with your skillset.
RESPONSIBILITIES:
Sell life and health insurance policies to new and existing clients.Conduct needs analysis to identify the best insurance products for clients.Explain policy features, benefits, and exclusions to clients.Assist clients with claims and policy changes.Develop and maintain client relationships to foster long-term trust.Stay updated on industry trends and new product offerings.Ensure compliance with state and federal regulations.QUALIFICATIONS:
State insurance license for life and health insurance.Strong communication and interpersonal skills.Ability to understand and explain complex insurance products.Sales experience, preferably in insurance.Detail-oriented with excellent organizational skills.Ability to build and maintain client relationships.Proficiency with insurance agency software.
