Insurance and Financial Services Advisor

3 weeks ago


Rochester, Michigan, United States Amy Bashi - State Farm Agent Full time
Role Summary

This position involves working closely with customers to understand their insurance and financial needs, providing personalized solutions, and promoting relevant products and services. The successful candidate will be an enthusiastic team player with a customer-centric approach, skilled at building trust and loyalty through excellent communication and problem-solving skills.

Agency Background

Amy Bashi - State Farm Agent is a forward-thinking agency that prioritizes employee development, community involvement, and client satisfaction. We strive to foster a positive and supportive work environment that encourages collaboration, creativity, and continuous learning.

ResponsibilitiesMain Accountabilities
  • Customer Interaction: Establish and maintain effective relationships with existing customers, identify new business opportunities, and develop tailored solutions to meet their needs.
  • Insurance Education: Utilize a customer-focused review process to educate clients about various insurance options, ensuring they possess a thorough understanding of their coverage and benefits.
  • Business Development: Identify leads, schedule appointments, and market suitable products and services to drive revenue growth and expansion.
Compensation and Benefits
  • Hourly Pay Plus Commission: Earn competitive hourly pay plus commission/bonus, reflecting your dedication to driving results and exceeding targets.
  • Opportunities for Advancement: With a clear career path and opportunities for growth, you'll have the chance to progress professionally and personally within our agency.
  • Comprehensive Benefits: Enjoy a range of benefits, including health insurance, paid time off, and opportunities for professional development and training.
Essential Qualifications
  • Marketing Abilities: Showcase interest in marketing products and services based on customer needs, demonstrating your capacity for creative thinking and strategic planning.
  • Communication Skills: Possess excellent verbal and written communication skills, as well as active listening abilities, to ensure seamless interactions with clients and colleagues.
  • Problem-Solving: Demonstrate enthusiasm for problem-solving and proactive approach to addressing challenges, showcasing your ability to think critically and efficiently.
Our Ideal Candidate Profile

We seek a dedicated professional who shares our passion for delivering exceptional customer experiences and building lasting relationships. If you're a people-oriented, detail-focused individual with a knack for marketing and sales, we'd love to hear from you



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