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Financial Services Consultant
2 months ago
Benefits:
- 401(k) matching
- Performance-based bonuses
- Company events
- Competitive salary structure
- Opportunities for career advancement
- Paid time off
- Training and development programs
- Wellness resources available
Position Summary
Tracy Tucker - State Farm Agent is seeking a dedicated professional to join our successful team as an Insurance Account Representative. We are looking for an enthusiastic individual who is passionate about contributing to our growth through meaningful interactions and exceptional customer service. If you are a proactive self-starter who excels in a dynamic environment, this role offers a fulfilling career path with substantial income and growth opportunities.
Key Responsibilities:
- Build and maintain customer relationships, ensuring follow-up as necessary.
- Collaborate with the agent to set and achieve marketing objectives.
- Generate leads, arrange appointments, assess customer needs, and promote suitable products and services.
- Demonstrate a strong work ethic and a commitment to daily success.
As a Team Member, you will receive:
- Group Life Insurance Benefits
- Base pay with commission and bonuses
- Paid time off for vacations and personal/sick days
- Valuable industry experience
- Flexible working hours as required
Qualifications:
- Preferred sales experience (outside sales, inside sales representative, retail sales associate, or telemarketing)
- Proven success in meeting sales targets
- Interest in marketing products and services tailored to customer needs
- Strong communication skills - written, verbal, and listening
- Genuine enthusiasm for the role of insurance and financial products in helping individuals manage everyday risks, recover from unforeseen events, and achieve their aspirations
- People-oriented and self-motivated
- Ability to thrive in a team-oriented environment
- Capable of achieving mutually agreed marketing goals
- Ability to evaluate customer needs and conduct effective interviews
- Must be able to obtain Property and Casualty license
- Must be able to obtain Life and Health license
If you are driven to succeed and envision yourself in this role, we encourage you to consider this opportunity.