Life and Financial Sales Agent

1 month ago


Chico, United States Jerry Vestesen District Office Full time
Job DescriptionJob Description

Join Jerry Vestesen District Office, a Farmers Insurance District office located in the vibrant city of Chico, California. As a Life and Financial Sales Agent, you will have the opportunity to work directly with clients, providing essential financial planning services and life insurance solutions. Our office fosters a positive and inviting atmosphere, focused on helping individuals and families secure their financial future. Earn a monthly base, plus unlimited commission opportunity without having to cold call for new business. We are looking for a high level sales producer to cross sale life and financial services to our over 50,000 policy holders.


Benefits

Monthly Base Salary + Commission

Paid Time Off (PTO)

Flexible Schedule

Mon-Fri Schedule

Career Growth Opportunities

Hands on Training


Responsibilities

Client Consultation: Engage with clients to understand their financial and insurance needs, offering tailored advice and solutions.

Policy Analysis: Assess client requirements and recommend insurance and financial products that align with their goals and objectives.

Premium Collection: Assist clients with premium payments, ensuring accurate processing and timely follow-ups.

Client Retention: Build and maintain strong relationships with clients to ensure satisfaction, loyalty, and long-term partnerships.

Contract existing Farmers clients to offer a life and financial service review.


Requirements

Licensing: Must hold a valid Life and Health Insurance License in California or be able to obtain one.Sales Experience: Previous experience in life insurance or financial services sales is preferred.Interpersonal Skills: Excellent communication and relationship-building abilities to connect with clients effectively.Goal-Oriented: Motivated by achieving sales targets and helping clients secure their financial future.Local Market Knowledge: Familiarity with the Chico, California area and its demographics.Professionalism: Maintain a professional demeanor and ethical behavior in all client interactions.Tech Proficiency: Proficient in using sales and CRM software to manage client information and track progress.



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