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Life and Financial Sales Professional

2 months ago

Chico, California, United States Jerry Vestesen District Office Full time
Job Overview

At Jerry Vestesen District Office, we are seeking a highly motivated and results-driven Life and Financial Sales Agent to join our team. As a key member of our office, you will have the opportunity to work directly with clients, providing essential financial planning services and life insurance solutions.


Key Responsibilities
  1. Client Consultation: Engage with clients to understand their financial and insurance needs, offering tailored advice and solutions.
  2. Policy Analysis: Assess client requirements and recommend insurance and financial products that align with their goals and objectives.
  3. Premium Collection: Assist clients with premium payments, ensuring accurate processing and timely follow-ups.
  4. Client Retention: Build and maintain strong relationships with clients to ensure satisfaction, loyalty, and long-term partnerships.
  5. Contract existing Farmers clients to offer a life and financial service review.

Requirements
  1. Licensing: Must hold a valid Life and Health Insurance License in California or be able to obtain one.
  2. Sales Experience: Previous experience in life insurance or financial services sales is preferred.
  3. Interpersonal Skills: Excellent communication and relationship-building abilities to connect with clients effectively.
  4. Goal-Oriented: Motivated by achieving sales targets and helping clients secure their financial future.
  5. Local Market Knowledge: Familiarity with the local market and demographics.
  6. Professionalism: Maintain a professional demeanor and ethical behavior in all client interactions.
  7. Tech Proficiency: Proficient in using sales and CRM software to manage client information and track progress.