Financial Services Representative

2 days ago


Louisburg, North Carolina, United States Farm Bureau - Louisburg Full time

We are seeking a detail-oriented and analytical Insurance Sales Agent to join our team at Farm Bureau - Louisburg.

About the Role

This is a full-time position offering growth opportunities, significant earning potential, and a variety of tasks. The ideal candidate will have excellent communication skills, a strong understanding of insurance policies, and the ability to work with clients to develop tailored risk management strategies.

Key Responsibilities
  • Develop and implement sales strategies to maintain and grow existing customer portfolios.
  • Work with policyholders to create personalized risk management plans that meet their individual needs.
  • Update bookkeeping systems and sales databases to track progress and report to stakeholders.
  • Stay up-to-date on industry developments and best practices to ensure compliance with all policy requirements.
  • Meet with new and potential clients to assess their financial situations and provide customized insurance solutions.
Requirements
  • A working knowledge of the insurance industry, including products, risk management profiles, and related regulations.
  • Excellent analytical, interpersonal communication, and customer service skills.
  • A high school diploma is required; a bachelor's degree is preferred.
  • Proficiency in accounting or sales-related software and basic computer skills are essential.
Compensation

The estimated salary for this role is $50,000+ per year, depending on experience and performance.



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