Insurance and Financial Services Representative

10 hours ago


Southampton, New York, United States James Grossi - State Farm Agent Full time

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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