Financial Services Representative

3 days ago


West Monroe, Louisiana, United States Joshua Fuselier - State Farm Agent Full time

**Company Overview:**

Josiah Fuselier - State Farm Agent is a leading provider of insurance and financial services. We are committed to delivering exceptional service to our customers and building strong relationships with our community.

About the Job:

We are seeking a highly motivated and results-driven Customer Service Expert to join our team as a State Farm Agent Team Member. As an Insurance Staff Position specialist, you will play a critical role in helping our business grow through value-based conversations and remarkable customer experience.

Job Responsibilities:

  • Provide prompt, accurate, and friendly customer service.
  • Use a customer-focused, needs-based review process to educate customers about insurance options.
  • Work with the agent to establish and meet marketing goals.
  • Develop leads, schedule appointments, identify customer needs, and market appropriate products and services.
  • Maintain a strong work ethic with a total commitment to success each and every day.

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.
  • Enthusiastic about the role insurance and financial products play in helping people manage the risks of everyday life, recover from the unexpected, and realize their dreams.
  • Self-motivated.
  • Proactive in problem solving.
  • Ability to make presentations to potential customers.
  • Achieve mutually agreed upon marketing goals.
  • Ability to conduct interviews in the office and in customer's home or business.
  • Property and Casualty license (must have currently).
  • Life and Health license (must be able to obtain).


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