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Insurance and Financial Services Professional

1 month ago

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

We are seeking a highly motivated and experienced Account Executive to join our team at Billy Costello - State Farm Agent. As an Account Executive, you will be responsible for marketing and selling financial products to customers, including insurance and retirement planning services.

Key Responsibilities
  • Use a customer-focused approach to educate customers about insurance options and develop leads to schedule appointments.
  • Work with the agent to establish and meet marketing goals, and identify customer needs to market appropriate products and services.
Requirements
  • Must be able to obtain relevant financial service licenses.
  • Proven experience working as a financial services representative.
  • Sound knowledge of financial legislation.
  • Proficiency in Microsoft Office applications.
  • Strong mathematical skills.
  • Excellent analytical, organizational, and problem-solving skills.
  • Effective communication skills.
  • Exceptional customer service skills.
Benefits
  • Hourly plus commission/bonus.
  • Paid time off (vacation and personal/sick days).
  • Health Stipend.
  • Growth potential/Opportunity for advancement within my office.
  • 401K match.

Our team's mission is to help people manage the risks of everyday life, recover from the unexpected and realize their dreams. We are located in Deer Park, WA and help customers with their insurance and financial services needs, including auto insurance, home insurance, life insurance, and retirement planning.