Financial Account Representative – State Farm Agent Team Member

• Sales experience (outside sales or inside sales representative, retail sales associate, or telemarketing) preferred
• Successful track record of meeting sales goals/quotas preferred
• Interest in marketing products and services based on customer needs
• Excellent interpersonal skills
• Organizational skills
• Self-motivated
• Pride in getting work done accurately and timely
• Ability to multi-task
• Provide timely and thorough activity reports to agent
• Experience in marketing
• Ability to effectively relate to a customer
• Knowledge of financial services products
• Ability to explain complex financial issues in understandable terms
• Bilingual - Spanish preferred
• Bilingual - Cantonese preferred
• Bilingual - Mandarin required
• Property and Casualty license (must be able to obtain)
• Life and Health license (must be able to obtain)
• Series 6 and 63 (must be able to obtain)
• Bachelor's degree required

If you are motivated to succeed and can see yourself in this role, please complete our application. We will follow up with you on the next steps in the interview process.

This position is with a State Farm independent contractor agent, not with State Farm Insurance Companies. Employees of State Farm agents must be able to successfully complete any applicable licensing requirements and training programs. State Farm agents are independent contractors who hire their own employees. State Farm agents’ employees are not employees of State Farm.

We are an established, growth-oriented agency with a team of highly motivated individuals. We attribute our success to having a fun, energetic environment that is an enjoyable place to work. Our team works hard to reach our goals together as a team and have fun while we are doing it! If you're willing to work hard and you expect to get results from yourself and those around you, we want to meet you and talk about the opportunity we have for you.

• Our mission is to help people manage the risks of everyday life, recover from the unexpected and realize their dreams.
• Our office is located in Diamond Bar.
• Additional languages spoken: Spanish, Cantonese, and Mandarin

• Establish customer relationships and follow up with customers, as needed.
• Provide prompt, accurate, and friendly customer service. Service can include responding to inquiries regarding insurance availability, eligibility, coverages, policy changes, transfers, claim submissions, and billing clarification.
• 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.
• Maintain a strong work ethic with a total commitment to success each and every day.

Are you outgoing and customer-focused? Do you enjoy working with the public? If you answered yes to these questions, working for a State Farm independent contractor agent may be the career for you! State Farm agents market only State Farm insurance and financial service products.

• Simple IRA
• Salary plus commission/bonus
• Salary
• Paid time off (vacation and personal/sick days)
• Growth potential/Opportunity for advancement within my agency
• Hiring Bonus up to $1500