Insurance and Financial Services Position

2 months ago


Commack, United States Jacquelyn Jacobson - State Farm Agent Full time
Job DescriptionJob DescriptionBenefits:
  • Bonus based on performance
  • Dental insurance
  • Health insurance
  • Opportunity for advancement
  • Paid time off
  • Training & development
  • Vision insurance
  • Competitive salary
  • 401(k) matching

Position Overview

Successful State Farm Agency seeking a licensed, highly motivated, and skilled Insurance and Financial Services Sales Agent to join our team You will be responsible for expanding the company's book of business by selling various types of insurance policies to new clients. As an Insurance and Financial Services Sales Agent Team Member, you will also be responsible for pivoting to existing clients after determining their needs through high-level conversation. Ideal candidates will have a record of meeting or exceeding previous sales quotas and have experience in insurance sales. 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.

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.
As an Agent Team Member, you will receive...

  • Salary plus commission & bonus
  • Health benefits
  • 401(K)
  • Paid time off (vacation and personal/sick days)
  • Valuable experience
  • Growth potential/Opportunity for advancement within my agency
Requirements

  • Property and Casualty license and/or Life, Accident & Health license (must have P&C and/or L&H)
  • Must be able to obtain any additional licensing required
  • Sales experience (outside sales or inside sales representative, retail sales associate, or telemarketing)
  • Successful track record of meeting sales goals/quotas
  • 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
  • Organizational skills
  • Self-motivated
  • Detail oriented
  • Ability to work in a team environment
  • Ability to multi-task
  • Ability to make presentations to potential customers
  • Achieve mutually agreed upon marketing goals
  • Experience in marketing

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. By accepting this position, you are not guaranteed an agency position with State Farm Insurance Companies. As an agent team member, you will still need to go through the regular State Farm agent selection process when you are ready to pursue an agency opportunity. State Farm agents are independent contractors who hire their own employees. State Farm agents employees are not employees of State Farm.



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