Insurance Account Specialist

4 weeks ago


Fort Worth, Texas, United States David Peterson LLC Full time
Insurance Account Position Overview

David Peterson LLC is seeking a highly motivated and career-oriented professional to join their team as an Insurance Account Specialist. As a State Farm Agent Team Member, you will play a crucial role in building and developing customer relationships within the community to promote State Farm products, including auto, home, and life insurance.

Responsibilities:
  • Utilize a customer-focused, needs-based review process to educate customers about insurance options and provide personalized solutions.
  • Collaborate with the agent to establish and meet marketing goals, driving business growth and expansion.
  • Develop leads, schedule appointments, identify customer needs, and market appropriate products and services to meet customer expectations.
Benefits:
  • Competitive salary plus commission/bonus structure
  • Comprehensive health benefits package
  • Profit-sharing opportunities
  • Paid time off (vacation and personal/sick days)
  • Valuable experience and growth potential within the agency
Requirements:
  • Sales experience, preferably in outside sales or inside sales representative, retail sales associate, or telemarketing
  • Successful track record of meeting sales goals/quotas
  • Enthusiasm for the role insurance and financial products play in helping people manage risks and achieve their goals
  • Self-motivated and detail-oriented individual with excellent communication skills
  • Ability to make presentations to potential customers
  • Property and Casualty license (must be able to obtain) and Life and Health license (must be able to obtain)

At David Peterson LLC, we are committed to helping people manage the risks of everyday life, recover from the unexpected, and realize their dreams. If you are a motivated and results-driven individual who is passionate about insurance and financial services, we encourage you to apply for this exciting opportunity. We look forward to reviewing your application and discussing the next steps in the interview process.



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