Insurance And Financial Representative

About the role

Successful State Farm Agent is seeking a qualified professional to join their winning team. 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, this is your opportunity for a rewarding career with excellent income and growth potential.

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.

Requirements

• Sales experience (outside sales, 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).

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 the office.