Account Representative

4 weeks ago


Fredericksburg, United States Chris Vomund - State Farm Agent Full time
Job DescriptionJob DescriptionBenefits:
  • 401(k) matching
  • Paid time off
  • Competitive salary

ROLE DESCRIPTION:
The Account Representative State Farm Agent Team Member is primarily responsible for the acquisition of new customers through a customer centric, needs based conversation about insurance and financial services. In order to accomplish this, the Account Representative State Farm Agent Team Member cultivates news leads from their personal network, community events, and other leads sources as may be available.

The successful Account Representative State Farm Agent Team Member builds strong rapport with prospects through a conversation based on the customers needs. The Account Representative State Farm Agent Team Member asks qualifying questions to understand the prospects needs, wants, and dreams and builds a custom plan to manage the risks of everyday life, while working to realize their dreams.

The Account Representative State Farm Agent Team Member follows legal, ethical, and State Farm guidelines to educate prospects and customers about insurance and financial services offerings, make recommendations in the customers best interests, complete applications accurately, and empower prospects and customers to make informed decisions about their insurance and financial services needs.

RESPONSIBILITIES:
  • Develops leads through personal networking, community events and the use of warm leads as they may be available.
  • Contacts prospects according to Acquisition Follow Up Program.
  • Conducts needs based conversations with prospects to understand risks, exposures, and customer needs.
  • Asks clarifying and qualifying questions to identify unmet needs, wants, and dreams.
  • Helps prospects and customers to understand potential threats.
  • Educates prospects and customer on features and benefits of insurance and financial services products.
  • Builds customized insurance and financial services packages to meet customers needs.
  • Documents interactions and sales appropriately, based on office standards.
  • Maintains an awareness of insurance and financial services markets and competitor offerings.
  • Completes licensing, continuing educations, certifications and compliance learnings as required.
  • Refers financial services needs to Account Manager Sales or Financial Services Representative as necessary.
REQUIRED QUALIFICATIONS:
  • 1 Year experience as a State Farm Agent Team Member
  • Licensed in Property, Casualty, Life, and Health Insurance in resident state.
  • Ability to solve problems using provided resources.
  • Comfortable speaking with clients, whether over the phone or in person.
  • Persuasive reasoning and listening skills.
  • High School diploma or equivalent.
COMPENSATION:
  • Hourly Base Pay
  • Commission & Bonus based on sales

BENEFITS:
  • Paid time off (holidays and personal/sick days)
  • Salary plus commission/bonus
  • 401(k) - 5% Match

This is a remote position.



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