Financial Services Position

1 month ago


Sacramento, United States Peter Schiro - State Farm Agent Full time
Job DescriptionJob DescriptionPosition Overview

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

  • Draw plus commission
Requirements

  • 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
  • Detail oriented
  • Proactive in problem solving
  • Able to learn computer functions
  • Ability to work in a team environment
  • Ability to multi-task
  • Ability to make presentations to potential customers
  • Ability to explain complex financial issues in understandable terms
  • Bilingual - Spanish preferred
  • Bilingual - Cantonese preferred
  • Bilingual - Hmong preferred
  • Property and Casualty license (must be able to obtain)
  • Life and Health license (must be able to obtain)
  • Courses on ethical and customer centered sales practices will be required
  • Selected candidate is expected to remain current in product changes, licensing, technical developments, and continuing education
  • Position may require irregular working hours

If you are motivated to succeed and can see yourself in this role, pleasecomplete our application. We will follow up with you on the next steps inthe interview process.

This position is with a State Farm independent contractor agent, not with State Farm InsuranceCompanies. Employees of State Farm agents must be able to successfully complete anyapplicable licensing requirements and training programs. 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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