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Financial Services Representative - State Farm Agent Team Member

Full Time in Arden Hills, MN

Responsive recruiter
Benefits
  • 401(k) matching
  • Health insurance
  • Paid time off
  • Parental leave
  • Training & development
As a Financial Services Representative for Dan Reichert State Farm, you are vital to our daily business operations and customers’ success. You grow our agency through meaningful client relations and acting as a liaison between customer needs and agency departments. You improve the lives of our customers by proactively marketing relevant products and services.Dan has been with State Farm for twelve years and enjoys taking care of the needs of our local community. As a high performing agency, we strive for excellence while providing proper coverage and protection for our customers. Our agency prides ourselves on going above and beyond with every customer interaction.Grow your career as you better your community. As an attentive, sociable, and sales-minded professional, we are eager to have you on our team.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.
  • Provide prompt, accurate, friendly, cost-effective service by responding to inquiries from existing policyholders and the general public regarding insurance availability, eligibility, coverages, policy changes, transfers, claim submission procedures and status, rates, billing clarification, payment plans and procedures, and make referrals for marking opportunities as appropriate
  • Prepare forms, policies, and endorsements when required
  • Provide service to the public and policyholders in a pleasant and courteous manner
  • Contact prospects and current policyholders for appointments
  • Meet customer service goals and assist with marketing goals as directed by the agent
  • Perform other related duties as assigned by the agent
QUALIFICATIONS
  • Strong listening, oral, and written communication skills
  • Initiative and self-reliance make decisions on a timely basis and take necessary actions without direction from others
  • Goal oriented highly motivated and resourceful to achieve results
  • Ability to learn and apply product and customer knowledge to professionally service and assist in the marking of State Farm products
  • Problem solving ability apply and balance conceptual and analytical thinking by breaking own complex problems, evaluating alternative sources of action and their likely outcomes, and selecting the best alternative
  • Ability to pay close attention to detail and accuracy while multitasking
  • Ability to create and maintain business relationships with prospects and policyholders
  • Proven track record of trustworthiness, dependability, and ethical behavior
  • Ability to organize and act on several activities concurrently
  • 3+ years of experience in financial services.
  • Strong analytical and communication skills.
Compensation $70,000.00 - $100,000.00 per year
Apply Now 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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