Financial Services Representative - State Farm Agent Team Member
In Office
Financial Services Representative - State Farm Agent Team Member
Full Time • In Office
Responsive recruiter
Benefits:
- 401(k)
- 401(k) matching
- Bonus based on performance
- Dental insurance
- Health insurance
- Paid time off
- Training & development
- Vision insurance
State Farm Agent Financial Services Representative Team Member
Are you naturally outgoing, energetic and customer focused? Looking to expand on your financial services experience or enhance your professional skills? Searching for a job that's personally and financially rewarding?
ROLE DESCRIPTION:
As an insurance and financial services representative with Joe Frangieh's State Farm Office, 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:
Are you naturally outgoing, energetic and customer focused? Looking to expand on your financial services experience or enhance your professional skills? Searching for a job that's personally and financially rewarding?
ROLE DESCRIPTION:
As an insurance and financial services representative with Joe Frangieh's State Farm Office, 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:
- Consult customers with financial planning and investment options.
- Assist customers with portfolio management and asset allocation.
- Conduct financial reviews and recommend appropriate products.
- Maintain compliance with financial regulations.
QUALIFICATIONS:
- 2+ years of experience in financial services.
- Analytical and communication skills.
- FINRA Series 7, Series 6 and 63 licenses preferred.
- Pay differential available for fluent Spanish speakers.
Compensation: $70,000.00 - $100,000.00 per year
Looking for the skills and confidence to run a business in the future?
This busy insurance and financial services office has a passion to make a difference in the lives of others and better the community. We take pride in using our years of valuable experience to mentor individual team members and prepare them for successful careers. If you are self-motivated, possess an entrepreneurial spirit and have a desire to win and achieve results, please consider joining our team.
About Our Agency
- Our mission is to help people manage the risks of everyday life, recover from the unexpected and realize their dreams.
- We help customers with their insurance and financial services needs, including Auto Insurance, Home Insurance, Life Insurance, Retirement Planning, Business Insurance, College Planning, Health Insurance, and Renters Insurance.
- Our office is located in Campbell, CA.
- Before becoming a State Farm Agent, I was previously employed as a State Farm Agent Team Member.
- I am a second generation State Farm agent.
- I am a proud graduate of Cal Poly - San Luis Obispo.
- Our agency has received awards including: President's Club, Chairman's Circle, Ambassador Travel, Legion of Honor, and Million Dollar Round Table
We look forward to speaking with you!
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.
(if you already have a resume on Indeed)
Or apply here.
Make a difference in your community every day
Gain confidence and grow your career
Earn benefits and rewards that are second to none