Insurance and Financial Services Position

4 months ago


Bellevue, United States Theresa Nguyen - State Farm Agent Full time
Job DescriptionJob DescriptionSuccessful State Farm Agent is seeking a qualified professional to join their winning team for the role of Insurance and Financial Services Position - State Farm Agent Team Member. We seek an energetic professional interested in helping our business grow through value-based conversations and remarkable customer experience. 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.

ROLE DESCRIPTION:


  • Sales experience (outside sales or inside sales representative, retail sales associate, or telemarketing) preferred
  • Excellent communication skills - written, verbal and listening
  • Proactive in problem solving
  • Ability to work in a team environment
  • Ability to make presentations to potential customers
  • Achieve mutually agreed upon marketing goals
  • Ability to effectively relate to a customer
  • Banking experience preferred
  • Property and Casualty license (must be able to obtain)
  • Life and Health license (must be able to obtain)
RESPONSIBILITIES:
  • 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.

QUALIFICATIONS:
  • Bachelor's degree in finance, economics, accounting, or a related field.
  • Must be able to obtain relevant financial service licenses.
  • Proven experience working as a financial services representative.
  • Sound knowledge of financial legislation.
  • Proficiency in Microsoft Office applications.
  • Strong mathematical skills.
  • Excellent analytical, organizational, and problem-solving skills.
  • Effective communication skills.
  • Exceptional customer service skills.
  • Successful track record of meeting sales goals/quotas preferred
BENEFITS:
  • Salary plus commission/bonus, 401 (K) Plan
  • Growth potential/Opportunity for advancement within my office



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