Farmers Financial Services Agent

1 week ago


West Covina, California, United States Farmers Insurance District Office - West Covina Full time

About Farmers Insurance District Office - West Covina

We are a leading insurance company with a rich history of helping our customers achieve their financial goals. Our team is dedicated to providing exceptional service and support to our customers, and we are excited to continue growing and expanding our services through the Farmers Financial Services Agent (FSA) program.

Job Summary

We are seeking a highly motivated and experienced Financial Services Representative to join our team as a Farmers Financial Services Agent. As an FSA, you will have the opportunity to develop your own life insurance and financial services business, and to build lasting relationships with our agents and customers.

Key Responsibilities

  • Meet new business production goals and objectives as established.
  • Develop insurance quotes, make sales presentations, and close sales.
  • Process customer policy change requests.
  • Secure all Trailing Documents from customers.
  • Develop new Financial Services opportunities.
  • Ask each customer for referrals and explain our referral program.
  • Develop and maintain client relationships.
  • Prospects for new business by following sales leads generated from referrals, networking, marketing, cold-calling, and lead databases.

Requirements

  • Must have Series 6 or 7, Series 63, and state life insurance license
  • At least 1 year of customer facing sales experience in the Life and Financial Services industry

Preferred Skills

  • Proficiency to multi-task, follow-thru and follow-up.
  • Confident, self-starter who works well independently.
  • Strong work ethic and leadership skills.
  • Successful sales background.


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