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Insurance Account Representative

2 months ago

Lakeville, Minnesota, United States Andrew Wagner - State Farm Agent Full time
Job Overview

As a key member of Andrew Wagner's State Farm Agency, the Account Executive plays a vital role in marketing and selling financial products that manage everyday risks. This position requires a strong understanding of financial products and a consultative approach to educating customers on their financial options.

Key Responsibilities
  • Customer-Focused Approach: Use a customer-centric review process to educate customers about insurance options and provide personalized solutions.
  • Marketing and Sales: Work with the agent to establish and meet marketing goals, develop leads, schedule appointments, and identify customer needs.
  • Product Knowledge: Stay up-to-date on financial products and services offered by State Farm, and market appropriate products to customers.
Requirements
  • Education: Bachelor's degree in finance, economics, accounting, or a related field.
  • Licenses and Certifications: Must be able to obtain relevant financial service licenses.
  • Experience: Proven experience working as a financial services representative, with a strong track record of meeting sales goals and quotas.
  • Skills: Sound knowledge of financial legislation, proficiency in Microsoft Office applications, strong mathematical skills, excellent analytical, organizational, and problem-solving skills, effective communication skills, and exceptional customer service skills.
Benefits
  • Compensation: Salary plus commission/bonus.
  • Time Off: Paid time off (vacation and personal/sick days).
  • Professional Growth: Opportunity for advancement within the agency.