Insurance and Financial Services Professional

1 week ago


Bellevue, Washington, United States Theresa Nguyen - State Farm Agent Full time
Job Description

We are seeking a qualified professional to join our team as an Insurance and Financial Services Position. As a successful State Farm Agent, we are looking for an energetic and motivated individual who can help our business grow through value-based conversations and remarkable customer experience.

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
  • Preferred 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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