Insurance and Financial Account Representative

5 days ago


Atlanta, Georgia, United States D'Etta Sumlin - State Farm Agent Full time
Job Overview

We are seeking a highly motivated and results-driven Insurance and Financial Account Representative to join our team at D'Etta Sumlin - State Farm Agent. As a key member of our agency, you will play a vital role in building and maintaining strong relationships with our clients, identifying their needs, and providing tailored solutions to maximize value.

Key Responsibilities
  • Lead Generation and Conversion: Develop and execute strategies to identify new business opportunities, schedule appointments, and convert leads into long-lasting customer relationships.
  • Marketing and Sales: Work closely with our agents to establish and meet marketing goals, develop sales strategies, and effectively communicate the value of our products and services to clients.
  • Customer Service and Relations: Provide exceptional customer service, respond to client inquiries, and work collaboratively with our team to ensure successful and long-lasting relationships.
Requirements
  • Sales Experience: A minimum of 1-2 years of sales experience in a related field, such as outside sales, inside sales, retail sales, or telemarketing.
  • Performance Track Record: A proven track record of meeting sales goals and quotas, with a strong understanding of sales metrics and performance indicators.
  • Communication Skills: Excellent verbal and written communication skills, with the ability to effectively relate to clients and communicate complex information in a clear and concise manner.
  • Industry Knowledge: A strong understanding of the insurance industry, including property and casualty licenses, and the ability to stay up-to-date on industry trends and developments.
Benefits
  • Competitive Compensation: A competitive salary plus commission/bonus structure, with opportunities for growth and advancement.
  • Benefits Package: A comprehensive benefits package, including paid time off, health benefits, and profit sharing.
  • Professional Development: Opportunities for professional development and growth, including training and development programs, and licensing reimbursement after 3 months.

We offer a dynamic and supportive work environment, with flexible work-from-home options available. If you are a motivated and results-driven individual with a passion for sales and customer service, we encourage you to apply for this exciting opportunity to join our team at D'Etta Sumlin - State Farm Agent.



  • Atlanta, Georgia, United States Stellantis Financial Services US Full time

    Job SummaryWe are seeking a highly skilled and motivated Financial Services Representative to join our team at Stellantis Financial Services US. As a Financial Services Representative, you will be responsible for negotiating with customers to resolve delinquent accounts and providing exceptional customer service.Key ResponsibilitiesDelinquent Account...


  • Atlanta, Georgia, United States Staff Financial Group Full time

    Position: Senior Financial Analyst - Construction SectorStaff Financial Group is seeking a highly skilled Senior Financial Analyst with expertise in the construction sector.Key Responsibilities:- Conducts monthly analysis of balance sheet accounts.- Performs budget versus actual assessments on a monthly basis.- Prepares monthly reports on cash flow, accounts...


  • Atlanta, Georgia, United States Peachy Insurance Full time

    About Our CompanyPeachy Insurance is a forward-thinking, remote-friendly organization with a team of compassionate professionals who strive to exceed their goals every day. Our mission is to make a positive impact in the insurance world.Job SummaryWe are seeking a highly skilled and bilingual Customer Experience Representative to join our team. As a key...


  • Atlanta, Georgia, United States Peachy Insurance Full time

    About Peachy InsuranceWe are a remote-friendly organization that values compassion and excellence in the insurance industry. Our mission is to make a positive impact in the lives of our customers.Job SummaryWe are seeking a highly skilled and bilingual customer service representative to join our team. As an Insurance Customer Experience Specialist, you will...


  • Atlanta, Georgia, United States Creative Financial Staffing Full time

    Creative Financial Staffing is collaborating with a prominent property management firm in the Atlanta region. They are seeking to enhance their team by bringing on board a Senior Accountant.Key Features of the Senior Accountant Role:This position holds significant visibility, reporting directly to the Controller.With nearly 25 years of operation, the company...


  • Atlanta, Georgia, United States Transamerica Financial Advisors Full time

    Unlock Your Potential in the Financial Services IndustryAt Transamerica Financial Advisors, we're seeking ambitious entrepreneurs and financial consultants to join our team of experienced professionals. As a Financial Services Representative, you'll have the opportunity to grow a successful business and accelerate your career.Why Choose This...


  • Atlanta, Georgia, United States D'Etta Sumlin - State Farm Agent Full time

    About the RoleWe are seeking a highly motivated and results-driven Insurance and Financial Services Representative to join our team at D'Etta Sumlin - State Farm Agent. As a key member of our team, you will be responsible for developing leads, scheduling appointments, identifying customer needs, and marketing appropriate products and...


  • Atlanta, Georgia, United States Staff Financial Group Full time

    Position Overview:A prominent corporation headquartered in Atlanta is seeking a Financial Accounting Supervisor to enhance their dynamic team.Key Responsibilities:The Financial Accounting Supervisor will be responsible for:Overseeing the monthly financial closing process.Coordinating and supporting international branches during monthly closing...


  • Atlanta, Georgia, United States World Financial Group Full time

    About UsWorld Financial Group is a leading financial services company with over 30 years of experience. We are expanding our operations in Southern California and are seeking talented individuals to join our team.Our MissionWe provide financial solutions to individuals, families, and businesses through our network of top companies, including Nationwide,...


  • Atlanta, Georgia, United States Staff Financial Group Full time

    Company Overview:A prominent and publicly traded corporation headquartered in Atlanta is seeking a skilled Accounting Supervisor to enhance their dynamic team.Role Overview:The Accounting Supervisor will be responsible for managing the monthly financial closing process, providing guidance and support to international branches during their monthly closing...


  • Atlanta, Georgia, United States Lisa Dobbs - State Farm Agent Full time

    About Our AgencyWe are a dynamic and growth-oriented insurance and financial services agency located in Atlanta, GA. Our mission is to provide exceptional customer service and help individuals and families manage the risks of everyday life, recover from the unexpected, and realize their dreams.Job SummaryWe are seeking a highly motivated and results-driven...


  • Atlanta, Georgia, United States Peachy Insurance Full time

    About Peachy InsuranceWe are a remote-friendly organization that values compassion and excellence in the insurance industry. Our mission is to make a positive impact on the lives of our customers.Job SummaryWe are seeking a highly skilled and bilingual customer service agent to join our team. As an Insurance Customer Experience Specialist, you will be...


  • Atlanta, Georgia, United States Finn and Associates LLC Full time

    Job Summary:Finn and Associates LLC is seeking a highly motivated and detail-oriented Financial Representative to join our team. As a Financial Representative, you will play a crucial role in assisting individuals in structuring their financial future and undertaking mandatory training and licensing required to advance within our organization.Key...


  • Atlanta, Georgia, United States Calloway Insurance Full time

    Calloway Insurance is seeking a dedicated and customer-focused Customer Account Specialist to join our growing team. In this role, you will play a vital part in providing exceptional service to our valued clients. As a Customer Account Specialist, you will be responsible for managing a variety of tasks related to customer accounts, including processing...


  • Atlanta, Georgia, United States Careerbuilder-US Full time

    About UsCareerbuilder-US is a leading provider of modern-day financial education and services. Our mission is to empower individuals, families, and businesses with the knowledge and tools they need to achieve financial stability and success.Job OverviewWe are seeking a highly motivated and ambitious Financial Services Representative to join our team. As a...


  • Atlanta, Georgia, United States Peachy Insurance Full time

    Position OverviewAbout Peachy InsurancePeachy Insurance is a progressive, remote-friendly organization committed to fostering a diverse environment where ambitious sales professionals thrive. Our mission is to transform the insurance landscape.Remote Business Development RepresentativeInsurance is essential for everyone, yet it can often be complex and...


  • Atlanta, Georgia, United States Peachy Insurance Full time

    Position OverviewAbout Peachy InsurancePeachy Insurance is a forward-thinking, remote-friendly organization dedicated to fostering a diverse workforce of ambitious sales professionals who consistently strive to surpass their targets. Our mission is to revolutionize the insurance industry.Remote Business Development RepresentativeInsurance is a vital service...


  • Atlanta, Georgia, United States Transamerica Financial Advisors Full time

    About UsWe are a leading financial services company, Transamerica Financial Advisors, with over four decades of experience and a satisfied client base of 30,000. Our company offers a unique opportunity to become part of a team of driven entrepreneurs and financial advisors expanding their financial services enterprises.Our BusinessWe provide a diverse array...


  • Atlanta, Georgia, United States Truist Financial Full time

    The position is described below. If you want to apply, click the Apply Now button at the top or bottom of this page. After you click Apply Now and complete your application, you'll be invited to create a profile, which will let you see your application status and any communications. If you already have a profile with us, you can log in to check status.Need...


  • Atlanta, Georgia, United States Trio Insurance Full time

    Position OverviewJoin the dynamic team at Trio Insurance Financial Services as we seek a dedicated Insurance Sales Consultant. This role offers a unique opportunity to work remotely with flexible hours while being part of an enthusiastic and supportive team.Key Benefits:Remote Work EnvironmentFlexible SchedulingAttractive IncentivesCollaborative Team...