Financial Services Representative

3 weeks ago


Greenwood Village, Colorado, United States Chad Carlisle - State Farm Agent Full time
Role Description

Chad Carlisle Insurance Inc is seeking a motivated and sales-oriented entry-level Products & Financial Account Representative who can identify opportunities and build long-lasting customer relationships. As a team member with our agency, your attention to detail, dedication to client relations, and sales skills equip you for this versatile position. Your contributions as a professional who thrives in a fast-paced environment pave the way for growing your career and expanding your income.

Responsibilities
  • Establish customer relationships and follow up with customers as needed.
  • Maintain high activity throughout the day.
  • Effective time management.
  • Provide prompt, accurate, and friendly customer service, including responding to inquiries regarding insurance availability, eligibility, coverages, policy changes, transfers, claim submissions, and billing clarification.
  • Use a customer-focused, needs-based review process to educate customers about insurance options.
  • Use exemplary communication to efficiently meet the needs of customers while promoting the development of our business.
  • Develop leads, schedule appointments, identify customer needs, and market appropriate products and services.
Qualifications
  • Able to achieve mutually agreed upon sales goals.
  • Dedicated to customer service.
  • Sales experience (outside sales or inside sales representative, or telemarketing) preferred.
  • Able to obtain Property and Casualty License.
  • Able to obtain a Life/Health License.
  • Interested in marketing products and services based on customer needs.
Benefits
  • Hourly pay plus commission/bonus.
  • Paid time off (vacation and personal/sick days).
  • 401k.
  • Growth potential/Opportunity for advancement within my office.


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