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Insurance and Financial Services Professional

4 weeks ago

Orange, Texas, United States Heather Montagne - State Farm Agent Full time
ROLE SUMMARY

As a Insurance & Financial Service Salesperson with Heather Montagne, you will successfully market the financial products that manage everyday risks. Your proficient knowledge of financial products reinforces your sales-minded and consultative approach to educating customers on their financial options. Your analytical precision makes you an invaluable resource to customers and a competitive addition to a successful agency.

RESPONSIBILITIES
  • Utilize a customer-focused, needs-based review process to educate customers about insurance options.
  • Collaborate with the agent to establish and meet marketing goals.
  • Develop leads, schedule appointments, identify customer needs, and market appropriate products and services.
QUALIFICATIONS
  • Must be able to obtain relevant financial service licenses.
  • Sales experience.
  • Proficiency in Microsoft Office applications.
  • Excellent analytical, organizational, and problem-solving skills.
  • Effective communication skills.
  • Exceptional customer service skills.
  • Successful track record of meeting sales goals/quotas preferred.
BENEFITS
  • Salary plus commission/bonus.
  • Paid time off (vacation and personal/sick days).
  • Health benefits.
  • Growth potential/Opportunity for advancement within my office.

Our team's mission is to help people manage the risks of everyday life, recover from the unexpected and realize their dreams. We are located in Orange, TX and help customers with their insurance and financial services needs, including:

  • Auto insurance.
  • Home insurance.
  • Life insurance.
  • Retirement planning.