Insurance and Financial Services Professional

5 days ago


Boca Raton, Florida, United States Mike Potter - State Farm Agent Full time
Insurance and Financial Services Position Overview

We are seeking a highly motivated and customer-focused professional to join our team as an Insurance and Financial Services Position. As a key member of our team, you will play a vital role in helping our business grow through value-based conversations and remarkable customer experiences.

Responsibilities
  • Establish and maintain strong customer relationships, providing prompt and accurate service as needed.
  • Use a customer-focused, needs-based review process to educate customers about insurance options and provide personalized recommendations.
  • Develop leads, schedule appointments, and market appropriate products and services to meet customer needs.
  • Work collaboratively with the agent to identify and support local community events and manage website and social media content.
  • Maintain a strong work ethic and commitment to success, with a focus on delivering exceptional results.
Requirements
  • Previous sales experience, preferably in outside sales or retail sales.
  • Excellent interpersonal and communication skills, with the ability to work effectively in a team environment.
  • Enthusiasm for the role insurance and financial products play in helping people manage risk and achieve their goals.
  • Ability to learn computer functions and navigate software applications.
  • Knowledge of life and health products, with a preference for bilingual candidates.
  • Property and Casualty license, with the ability to obtain Life and Health licenses.
What We Offer
  • A competitive salary and commission/bonus structure.
  • Health benefits and 401(k) matching.
  • Opportunities for growth and professional development.

We are an equal opportunity employer and welcome applications from motivated and qualified individuals who share our commitment to excellence and customer satisfaction. If you are passionate about delivering exceptional results and building strong relationships, we encourage you to apply for this exciting opportunity.



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