Insurance and Financial Services Professional

1 day ago


Beaumont, Texas, United States Heather Montagne - State Farm Agent Full time

We are seeking a highly motivated Sales Representative to join our team at Heather Montagne State Farm Agent. As a key member of our agency, you will play a vital role in growing our business through meaningful client relations and acting as a liaison between customer needs and agency departments.

Your primary responsibility will be to develop and maintain strong relationships with clients in insurance and financial services, providing them with comprehensive financial planning and insurance advice. You will also assist clients with retirement planning, investment management, and insurance needs, ensuring that their financial goals are met.

In addition to your sales skills, you will need to stay up-to-date with market trends and product offerings, identifying opportunities to cross-sell and upsell relevant products and services to our clients.

To be successful in this role, you will require 3+ years of experience in insurance and financial services, strong communication and interpersonal skills, and licenses in insurance (preferred). Your compensation package will include an estimated salary of $60,000 - $80,000 per year, depending on your level of experience and qualifications.



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