Life Insurance Specialist

4 weeks ago


Portland, Oregon, United States Scott Brennan - State Farm Agent Full time
Job OverviewAs a Life Insurance Specialist with Scott Brennan - State Farm Agent, you will play a crucial role in helping our business grow through value-based conversations and remarkable customer experiences. We seek a motivated and self-starting professional who thrives in a fast-paced environment and is passionate about helping people manage the risks of everyday life, recover from the unexpected, and realize their dreams.

Key Responsibilities
  • Provide exceptional customer service, 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 and provide personalized recommendations.
  • Work collaboratively with the agent to establish and meet marketing goals, develop leads, schedule appointments, identify customer needs, and market appropriate products and services.
Benefits
  • Simple IRA
  • Salary plus commission/bonus
  • Health benefits
  • Paid time off (vacation and personal/sick days)
  • Valuable experience
  • Growth potential/Opportunity for advancement within the agency
Requirements
  • Sales experience (outside sales or inside sales representative, retail sales associate, or telemarketing) preferred
  • Successful track record of meeting sales goals/quotas preferred
  • Excellent communication skills - written, verbal, and listening
  • Enthusiasm for the role insurance and financial products play in helping people manage risk and achieve their goals
  • Self-motivation and pride in getting work done accurately and timely
  • Ability to work in a team environment and make presentations to potential customers
  • Achieve mutually agreed-upon marketing goals
  • Experience in marketing
  • Property and Casualty license (currently held)
  • Life and Health license (able to obtain)


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