Financial Services Account Manager

7 days ago


Katy, Texas, United States Bao Tran - State Farm Agent Full time
Position Overview

Are you looking to launch a successful career in the insurance industry? Consider joining the team at Bao Tran - State Farm Agent, where you'll have the opportunity to develop your skills and gain valuable experience in a dynamic and supportive environment.

Key Responsibilities
  • Establish and maintain strong relationships with customers, providing personalized service and support to meet their insurance needs.
  • Utilize a customer-centric approach to educate clients about insurance options and develop tailored solutions to address their unique risks and goals.
  • Identify new business opportunities and develop strategies to attract and retain customers, driving growth and revenue for the agency.
  • Maintain a high level of professionalism and work ethic, consistently delivering exceptional results and exceeding performance expectations.
Benefits and Opportunities
  • Competitive salary and commission/bonus structure
  • Group Life Insurance Benefits
  • Paid time off (vacation and personal/sick days)
  • Opportunities for professional development and advancement within the agency
  • Collaborative and supportive team environment
Requirements
  • Previous sales experience, preferably in a business-to-business or insurance-related role
  • Proven track record of meeting sales goals and targets
  • Strong understanding of the insurance industry and its products, with a passion for helping clients manage risk and achieve their financial goals
  • Excellent communication and interpersonal skills, with the ability to build strong relationships with clients and colleagues
  • Property and Casualty license (must be able to obtain)
  • Life and Health license (must be able to obtain)


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