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Financial Services Representative - State Farm Agent Team Member
Job in
Belmont, Gaston County, North Carolina, 28012, USA
Listed on 2026-07-08
Listing for:
Phil-Champion---State-Farm-Agent
Full Time
position Listed on 2026-07-08
Job specializations:
-
Finance & Banking
Insurance Sales
Job Description & How to Apply Below
Benefits
- Simple IRA
- Hiring bonus
- Bonus based on performance
- Competitive salary
- Flexible schedule
- Health insurance
- Opportunity for advancement
- Paid time off
- Training & development
Our agency, established in 2013, focuses on growth, performance, and delivering a great customer experience.
Role DescriptionAs a Financial Services Representative
- State Farm Agent Team Member with Phil Champion
- State Farm Agent, you will successfully market the financial products that manage everyday risks. Your proficient knowledge 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.
- Consult customers on financial planning, investment options, and life/health insurance coverage.
- Identify customer needs and present tailored insurance solutions.
- Proactively generate and follow up on leads to drive new business.
- Conduct financial reviews and recommend appropriate products.
- Maintain compliance with financial regulations.
- Active Life & Health license (required or ability to obtain quickly)
- FINRA Series 6/63/65 or 7 license preferred
- Previous experience in financial services and/or insurance
- Strong communication and analytical skills
- Professional, trustworthy, and customer‑focused demeanor
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