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Insurance and Financial Services Representative

2 months ago


Clackamas, Oregon, United States Ryan Paulson - State Farm Agent Full time
About the Role

We are seeking a highly motivated and customer-focused individual to join our team as an Insurance and Financial Services Representative. As a key member of our team, you will be responsible for establishing and maintaining strong relationships with our customers, providing them with personalized insurance and financial services solutions, and helping them achieve their goals.

Responsibilities
  • Develop and maintain a deep understanding of our customers' needs and preferences, and use this knowledge to provide tailored insurance and financial services solutions.
  • Work closely with our team to identify opportunities to grow our customer base and increase sales.
  • Provide exceptional customer service, responding to customer inquiries and resolving any issues in a timely and professional manner.
  • Stay up-to-date with industry trends and developments, and use this knowledge to improve our services and stay ahead of the competition.
Requirements
  • Excellent communication and interpersonal skills, with the ability to build strong relationships with customers and colleagues.
  • Strong analytical and problem-solving skills, with the ability to think critically and make informed decisions.
  • Ability to work in a fast-paced environment, prioritizing tasks and managing multiple projects simultaneously.
  • Property and Casualty license (must be able to obtain) and Life and Health license (must be able to obtain).
What We Offer
  • A competitive salary and commission/bonus structure.
  • A comprehensive benefits package, including health insurance, 401K, and paid time off.
  • The opportunity to work with a dynamic and growing team, with a focus on customer satisfaction and excellence.

We are an equal opportunities employer and welcome applications from diverse candidates. If you are a motivated and customer-focused individual who is passionate about delivering exceptional service, we encourage you to apply for this exciting opportunity.