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Insurance and Financial Services Representative

2 months ago


Clayton, North Carolina, United States Wayne Wallace - State Farm Agent Full time
About the Role

We are seeking a highly motivated and customer-focused individual to join our team as an Insurance and Financial Services Representative. As a key member of our team, you will be responsible for providing exceptional customer experiences, building strong relationships with clients, and driving business growth through effective marketing and sales strategies.

Key Responsibilities
  • Customer Relationship Building: Forge enduring relationships with clients, proactively follow up to ensure continued satisfaction, and employ a customer-centric approach to guide clients through comprehensive insurance options.
  • Business Growth: Drive business growth by generating leads, coordinating appointments, and effectively marketing tailored products and services to meet diverse customer needs.
  • Communication and Collaboration: Employ exceptional communication skills across all channels, work collaboratively with the team to achieve business objectives, and maintain a keen eye for detail to ensure swift resolutions for customer inquiries.
What We Offer
  • Competitive Compensation: Salary plus commission/bonus structure.
  • Benefits Package: Simple IRA, paid time off, flexible hours, and professional development opportunities.
  • Abundant Opportunities for Growth: Collaborative spirit, thriving in a dynamic team environment, and abundant opportunities for career advancement within our agency.
Requirements
  • Marketing and Sales Skills: Genuine interest in marketing products and services that align with customer needs and preferences.
  • Communication and Problem-Solving Skills: Exceptional communication skills, proactive problem-solving abilities, and a keen eye for detail.
  • Technical Skills: Proficiency in learning and navigating computer functions efficiently.