Insurance and Financial Services Professional

2 months ago


Deer Park, Washington, United States Billy Costello - State Farm Agent Full time
Job Overview

We are seeking a highly skilled and motivated Account Executive to join our team at Billy Costello - State Farm Agent. As a key member of our team, you will play a critical role in marketing and selling financial products to our customers.

Key Responsibilities
  • Customer Engagement: Utilize a customer-focused, needs-based review process to educate customers about insurance options and provide personalized solutions to meet their financial needs.
  • Marketing and Sales: Work with our agent to establish and meet marketing goals, develop leads, schedule appointments, and identify customer needs to market appropriate products and services.
Requirements
  • Licenses and Certifications: Must be able to obtain relevant financial service licenses.
  • Experience: Proven experience working as a financial services representative.
  • Knowledge: Sound knowledge of financial legislation and proficiency in Microsoft Office applications.
  • Skills: Strong mathematical skills, excellent analytical, organizational, and problem-solving skills, effective communication skills, and exceptional customer service skills.
Benefits
  • Compensation: Hourly plus commission/bonus.
  • Time Off: Paid time off (vacation and personal/sick days).
  • Health Benefits: Health stipend.
  • Professional Growth: Growth potential and opportunity for advancement within our office.
  • Retirement Plan: 401K match.


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