Insurance and Financial Services Representative

4 weeks ago


Montgomery, Alabama, United States Jessica Majors - State Farm Agent Full time
Insurance and Financial Services Representative

We are seeking a highly motivated and customer-focused Insurance and Financial Services Representative to join our team at Jessica Majors - State Farm Agent. As an Insurance and Financial Services Representative, you will play a key role in forming and deepening customer relationships, providing insurance recommendations and reviews, and improving customer retention.

Responsibilities:

  • Use a customer-focused, needs-based review process to educate customers about insurance options.
  • Work with the agent to establish and meet marketing and sales goals through calls, referrals, events, and appointments.
  • Be committed to providing a remarkable customer experience through appointments with customers in order to review policies for their alignment with the customer's goals and make appropriate insurance and financial recommendations.
  • Develop leads, schedule appointments, identify customer needs, and market appropriate products and services.

Requirements:

  • Property & Casualty Insurance Producer License (must have prior to starting; weeklong class and state test. Visit ALDOI.GOV for more information)
  • Life & Health Insurance Producer License
  • Ability to perform a needs-based insurance and financial review appointment.
  • Achieve mutually agreed upon activity goals (sales activity that is 100% in your control) to drive new business.
  • Act ethically in your actions with customers, your peers, and the agency (we have a 0% tolerance for unethical behavior)

Benefits:

  • $40,000.00 per year
  • Group Life Insurance Benefits
  • Monthly activity-based (sales, calls, quotes, etc.) bonus to reward exceeding minimum expectations.
  • Health benefits (100% employer paid health and dental for the employee)
  • Paid time off Days each year based on tenure; can be used for personal or sick) and cash out privileges.
  • Ability to earn an additional 8 hours of PTO each week for meeting all expectations on your weekly checklist
  • Paid Holidays (Birthday, New Years, Memorial Day, Independence Day, Labor Day, Thanksgiving, Christmas; other paid off days added at agent's discretion)

Work Schedule:

4 weekdays, 7am-6pm

Flexible Work Options:

Flexible work from home options available.



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