Insurance And Financial Representative
Insurance and Financial Services Position
Successful State Farm Agent is seeking a qualified professional to join their winning team for the role of Insurance and Financial Services Position - State Farm Agent Team Member. We seek an energetic professional interested in helping our business grow through value-based conversations and remarkable customer experience. If you are a motivated self starter who thrives in a fast-paced environment, then this is your opportunity for a rewarding career with excellent income and growth potential.
ROLE DESCRIPTION:
- Sales experience (outside sales or inside sales representative, retail sales associate, or telemarketing) preferred
- Excellent communication skills - written, verbal and listening
- Proactive in problem solving
- Ability to work in a team environment
- Ability to make presentations to potential customers
- Achieve mutually agreed upon marketing goals
- Ability to effectively relate to customers
- Banking experience preferred
- Property and Casualty license (must be able to obtain)
- Life and Health license (must be able to obtain)
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:
- Preferred 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, 401 (K) Plan
- Growth potential/Opportunity for advancement within my office