INSURANCE AND FINANCIAL SERVICES POSITION - STATE FARM AGENT TEAM MEMBER
Denise Elliott - State Farm Insurance Agent · Durango, CO · 1 wk ago
Business DevelopmentFull-time
Responsibilities
- 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.
Requirements
- 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.
- Excellent communication skills - written, verbal and listening.
- Enthusiastic about the role insurance and financial products play in helping people manage the risks of everyday life, recover from the unexpected, and realize their dreams.
- People-oriented.
- Organizational skills.
- Self-motivated.
- Detailed oriented.
- Proactive in problem solving.
- Dedicated to customer service.
- Able to learn computer functions.
- To work in a team environment.
- To multi-task.
- To make presentations to potential customers.
- To achieve mutually agreed upon marketing goals.
- To conduct interviews in the office and in customer's home or business.
- To assess customer needs and conduct effective interviews.
- To effectively relate to a customer.
- Experience in marketing financial products.
- Knowledge of financial services products.
- Knowledge of life products.
- Knowledge of health products.
- Able to explain complex financial issues in understandable terms.
- Bilingual - Spanish preferred.
- Life and Health license (must be able to obtain).