Insurance and Financial Services Professional
24 hours ago
We are seeking a motivated and goal-oriented individual to join our team as an Insurance and Financial Services Professional. This is an excellent opportunity for individuals who enjoy helping others achieve their financial goals.
Job OverviewThe ideal candidate will have sales experience and excellent communication skills, both written and verbal. They will work closely with the agent to establish and meet marketing goals, develop leads, schedule appointments, and provide exceptional customer service.
Responsibilities:- Provide prompt and accurate customer service, responding to inquiries about insurance availability, eligibility, coverages, policy changes, transfers, claim submissions, and billing clarification.
- Educate customers about insurance options using a customer-focused, needs-based review process.
- Work with the agent to establish and meet marketing goals.
- Develop leads, schedule appointments, identify customer needs, and market appropriate products and services.
- Hourly pay plus commission/bonus
- Health benefits
- Paid time off (vacation and personal/sick days)
- Valuable experience
- Growth potential/Opportunity for advancement within the agency
- Sales experience (outside sales or inside sales representative, retail sales associate, or telemarketing) preferred
- Successful track record of meeting sales goals/quotas preferred
- Excellent communication skills - written, verbal and listening
- Enthusiastic about the role insurance and financial products play in helping people manage the risks of everyday life, recover from the unexpected, and realize their dreams
- Self-motivated
- Ability to make presentations to potential customers
- Achieve mutually agreed upon marketing goals
- Experience in marketing
- Bilingual - Spanish preferred
- Property and Casualty license (must have currently)
- Life and Health license (must be able to obtain)
This is an independent contractor position with Alan Wheeler - State Farm Agent. The ideal candidate must be able to successfully complete any applicable licensing requirements and training programs. Estimated salary: $45,000 - $60,000 per year.
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