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Insurance and Financial Services Professional

2 months ago


Milwaukee, Wisconsin, United States Dimitri Kondos - State Farm Agent Full time
ROLE DESCRIPTION:

As a vital member of the Dimitri Kondos - State Farm Agent team, you will play a crucial role in our daily business operations and customers' success. Your primary responsibility will be to grow our agency through meaningful client relationships and acting as a liaison between customer needs and agency departments. You will improve the lives of our customers by proactively marketing relevant products and services.

BENEFITS:

  • Competitive Salary
  • Commission paid bi-monthly
  • Growth potential/Opportunity for advancement within my office
  • PTO
  • Health benefits
  • Valuable career-building experience
  • License Renewal compensation
  • Hiring Bonus

RESPONSIBILITIES:

  • Develop and maintain client relationships in insurance and financial services.
  • Provide clients with comprehensive financial planning and insurance advice.
  • Assist clients with retirement planning, investment management, and insurance needs.
  • Stay current with market trends and product offerings.

QUALIFICATIONS:

  • Insurance licenses required by first day of employment.
  • Dedicated to customer service.
  • Able to effectively relate to a customer, answer their questions, and anticipate their needs.
  • Excellent communication skills to assist customers and coordinate with other agency team members
  • Proactive in problem-solving
  • Comfortable communicating via email, phone and text.