Insurance and Financial Services Advisor
2 months ago
A successful State Farm Agent is looking for a qualified professional for the role of Insurance and Financial Services Advisor. We are in search of an enthusiastic individual who is keen on contributing to our business growth through meaningful conversations and exceptional customer service. If you are a driven self-starter who excels in a dynamic environment, this is a chance for a fulfilling career with significant income and advancement opportunities.
Key Responsibilities
- Deliver prompt, accurate, and friendly customer service, addressing inquiries related to insurance options, eligibility, coverage details, policy modifications, claims, and billing.
- Utilize a customer-centric, needs-based review process to inform clients about various insurance solutions.
- Generate leads, arrange meetings, assess customer requirements, and promote suitable products and services.
- Exhibit a strong work ethic with a steadfast commitment to achieving success daily.
- 401K plan
- Base salary with commission and bonuses
- Health insurance coverage
- Paid time off, including vacation and personal/sick days
- Valuable industry experience
- Opportunities for growth and advancement within the agency
- Preferred sales experience in outside sales, retail, or telemarketing
- Proven history of achieving sales targets
- Strong communication skills, both written and verbal
- Passionate about the role of insurance and financial products in helping individuals manage everyday risks and achieve their aspirations
- People-oriented and self-motivated
- Ability to manage multiple tasks effectively
- Capability to present to potential clients
- Experience in marketing
- Ability to connect effectively with customers
- Current Property and Casualty license
- Life and Health license (must be obtained)
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