Registered Representative State Farm Agent Team Member Job at Mike Bergman - State Farm Agent, Plano, TX

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  • Mike Bergman - State Farm Agent
  • Plano, TX

Job Description

Job Description

Job Description

Benefits:

  • Competitive salary
  • Dental insurance
  • Health insurance
  • Opportunity for advancement
  • Paid time off
  • Vision insurance
ABOUT OUR AGENCY:
Our agency is proud to celebrate 18 years of excellence this coming April. With a strong team of 20 professionals, we are committed to fostering a supportive and productive workplace. Full-time team members enjoy valuable benefits, including a 401K match, paid time off, paid holidays, health benefit options (including major medical, dental, and vision), and the flexibility of hybrid work schedules.

Were looking for motivated individuals to join us in providing exceptional service to our clients and contributing to the ongoing growth and success of our agency. If you're ready to work in an environment where your skills and dedication are valued, wed love to connect with you!

ROLE DESCRIPTION:
As a registered representative with Mike Bergman State Farm, 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:
  • Use a customer-focused, needs-based review process to educate customers about insurance options.
  • Work with the agent to establish and meet marketing goals
  • Develop leads, schedule appointments, identify customer needs, and market appropriate products and services.
QUALIFICATIONS:
  • Bachelor's degree in finance, economics, accounting, or a related field.
  • Must be able to obtain relevant financial service licenses.
  • Proven experience working as a financial services representative.
  • Sound knowledge of financial legislation.
  • Proficiency in Microsoft Office applications.
  • Strong mathematical skills.
  • Excellent analytical, organizational, and problem-solving skills.
  • Effective communication skills.
  • Exceptional customer service skills.
  • Successful track record of meeting sales goals/quotas preferred
BENEFITS:
  • Salary plus commission/bonus
  • 401k
  • Paid time off (vacation and personal/sick days)
  • Health benefits
  • Profit sharing
  • Growth potential/Opportunity for advancement within my office

Flexible work from home options available.

Job Tags

Holiday work, Full time, Flexible hours,

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