Financial Services Representative - State Farm Agent Team Member

Job overview

The Financial Services Representative - State Farm Agent Team Member role is onsite in Worcester, MA. Pay is $50,000–$110,000 per year. The agency describes a focus on serving customer needs and coaching and mentoring team members. The representative markets financial products, helps customers consider retirement and financial options, and conducts insurance reviews and financial appointments. The role supports agency goals by developing leads, scheduling appointments, and identifying customer needs.

What you'll do

• Help customers plan for retirement
• educate customers about insurance and financial options using a needs-based review process
• work with the agent to meet marketing goals
• develop leads and schedule appointments
• identify customer needs and market appropriate products
• conduct insurance reviews and financial appointments.

What we're looking for

Skills & competencies

financial services representative

financial products

retirement planning

insurance reviews

customer appointments

worcester ma

state farm agent team

$50k-$110k

health insurance

paid time off

401(k) match

performance bonus

financial service licenses

Work arrangement

• Weekend coverage required

Benefits & perks

• Health insurance, paid time off, 401(k) and matching, performance bonuses, life insurance, training and development, and advancement opportunity.

Why this role

Bachelor's degree in finance, economics, accounting, or related field; relevant financial service licenses required; Agent Aspirant Program advancement opportunity.

About the employer

Kevin Piscitelli - State Farm Agent is hiring for this role. Industry: Insurance Agencies and Brokerages. Sector: 52.