Financial Services Professional

3 days ago


Owens Cross Roads, Alabama, United States Alan Waggoner - State Farm Agent Full time
About the Role

This is an exciting opportunity to join Alan Waggoner - State Farm Agent as a Financial Services Representative. As a key member of our team, you will play a vital role in growing our agency through meaningful client relationships and exceptional service delivery.

Responsibilities
  • Client Relationship Management: Develop and maintain strong relationships with clients, understanding their insurance needs and providing tailored solutions.
  • Insurance Sales: Sell insurance policies to individuals or businesses, including life, health, property, casualty, and more.
  • Customer Service: Provide excellent customer service, answering questions regarding insurance policies, coverage options, and claims processes.
  • Policy Management: Evaluate clients' existing insurance policies, suggesting modifications or additional coverage as needed.
  • Claims Assistance: Guide clients through the claims process, providing support and information as needed.
Requirements
  • Sales Skills: Strong ability to persuade and negotiate, identifying customer needs and tailoring insurance products accordingly.
  • Communication Skills: Excellent verbal and written communication abilities, strong interpersonal skills, and the ability to build relationships.
  • Customer Service Skills: High level of customer service orientation, patience, and attentiveness in dealing with clients' inquiries and concerns.
  • Analytical Skills: Ability to analyze clients' financial situations and insurance needs, critical thinking skills to evaluate and recommend suitable insurance products.
Benefits
  • Estimated Salary: $60,000 - $80,000 per year, depending on experience and performance.
  • Bonus based on performance.
  • Flexible schedule.
  • Health insurance.
  • Opportunity for advancement.
  • Paid time off.
  • Training & development.


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