Insurance and Financial Services Professional

3 weeks ago


Iowa City, Iowa, United States Chad Burtch - State Farm Agent Full time
Job Overview

As a key member of the Chad Burtch - State Farm Agent team, you will play a vital role in driving our agency's success through exceptional client relationships and liaison services. Your primary objective will be to proactively market relevant products and services to customers, thereby improving their lives and contributing to the growth of our agency.

Responsibilities
  • Develop and maintain strong client relationships in insurance and financial services.
  • Provide comprehensive financial planning and insurance advice to clients.
  • Assist clients with retirement planning, investment management, and insurance needs.
  • Stay up-to-date with market trends and product offerings.
Requirements
  • Sales experience, preferably in outside sales or inside sales representative, retail sales associate, or telemarketing.
  • A successful track record of meeting sales goals/quotas is preferred.
  • A genuine enthusiasm for the role insurance and financial products play in helping people manage risks and achieve their goals.
  • Self-motivation and attention to detail are essential.
  • Ability to make presentations to potential customers.
  • Property and Casualty license (must be able to obtain).
  • Life and Health license (must be able to obtain).
  • Series 6 and 63 (must be able to obtain).


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