Insurance and Financial Services Representative
10 hours ago
Job Summary: We are seeking a highly motivated and customer-focused Insurance and Financial Services Representative to join our team at James Grossi - State Farm Agent. As a key member of our team, you will be responsible for establishing customer relationships, educating customers about insurance options, and developing leads to market appropriate products and services.
Responsibilities:
- Establish customer relationships and follow up with customers as needed.
- Use a customer-focused, needs-based review process to educate customers about insurance options.
- Develop leads, schedule appointments, identify customer needs, and market appropriate products and services.
Requirements:
- Interest in marketing products and services based on customer needs.
- Excellent communication skills - written, verbal, and listening.
- People-oriented.
- Detail-oriented.
- Proactive in problem-solving.
- Able to learn computer functions.
- Ability to work in a team environment.
About Our Agency:
- Our mission is to help people manage the risks of everyday life, recover from the unexpected, and realize their dreams.
- We help customers with their insurance and financial services needs, including Auto Insurance, Home Insurance, Life Insurance, Business Insurance, Health Insurance, and Renters Insurance.
- Our office is located in Southampton, NY.
What We Offer:
- 401k.
- Salary plus commission/bonus.
- Health benefits.
- Paid time off (vacation and personal/sick days).
- Growth potential/Opportunity for advancement within my agency.
- Hiring Bonus.
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