Insurance and Financial Services Representative

4 days ago


Allen, Texas, United States Matt Wills - State Farm Agent Full time
Job Summary

We are seeking a highly motivated and customer-focused individual to join our team as an Insurance and Financial Services Representative. As a key member of our team, you will be responsible for establishing and maintaining strong relationships with customers, identifying their insurance needs, and providing tailored solutions to meet those needs.

Key Responsibilities
  • Customer Relationship Building: Establish and maintain strong relationships with customers, understanding their insurance needs and providing personalized service.
  • Needs-Based Review Process: Conduct thorough reviews of customers' insurance needs, identifying opportunities to provide additional products and services.
  • Lead Generation and Appointment Scheduling: Develop and implement strategies to generate new leads, schedule appointments, and identify customer needs.
  • Product and Service Marketing: Market and sell State Farm insurance and financial services products to customers, ensuring they are aware of and understand the benefits of these products.
Benefits
  • Competitive Salary and Commission/Bonus Structure: Earn a competitive salary plus commission/bonus, providing opportunities for growth and advancement.
  • Health Benefits: Enjoy comprehensive health benefits, including medical, dental, and vision coverage.
  • Paid Time Off: Receive paid vacation and personal/sick days, allowing you to recharge and maintain a healthy work-life balance.
  • Flexible Hours: Enjoy flexible hours, allowing you to work in a schedule that suits your needs.
  • Growth Potential: Opportunities for growth and advancement within our agency, providing a clear path for career development.
Requirements
  • Interest in Marketing and Sales: A genuine interest in marketing and selling insurance and financial services products, with a focus on customer needs.
  • Excellent Communication Skills: Strong written, verbal, and listening communication skills, with the ability to effectively communicate with customers and colleagues.
  • People-Oriented: A people-oriented approach, with a focus on building strong relationships with customers and colleagues.
  • Detail-Oriented: A detail-oriented approach, with a focus on accuracy and attention to detail in all aspects of the job.
  • Proactive Problem-Solving: A proactive approach to problem-solving, with a focus on identifying and resolving customer issues in a timely and effective manner.
  • Ability to Learn Computer Functions: The ability to learn and effectively use computer functions, including software and systems used in the role.
  • Teamwork: A strong ability to work in a team environment, with a focus on collaboration and communication with colleagues.


  • Allen, Texas, United States InTouch Credit Union Full time

    Position OverviewJoin the Team at InTouch Credit UnionWe are seeking a dedicated Financial Services Representative who thrives in a customer-centric, fast-paced environment. The ideal candidate will be committed to delivering exceptional service to our members while assisting them with their financial needs.Compensation: The salary for this position ranges...


  • Allen, Texas, United States Financial Staffing Resources, Ltd. Full time

    **Job Summary**Financial Staffing Resources, Ltd. is seeking a highly skilled and customer-focused Customer Service Representative to join our team. As a key member of our banking team, you will be responsible for providing exceptional customer service and handling a variety of transactions.Key Responsibilities:Customer Service: Greet and address customers...


  • Allen, Texas, United States Financial Staffing Resources, Ltd. Full time

    **Job Summary**We are seeking a highly motivated and customer-focused Customer Service Representative to join our team at Financial Staffing Resources, Ltd. as a CSR/Teller. As a key member of our banking team, you will be responsible for providing exceptional customer service and handling a variety of transactions.Key Responsibilities:Customer Service:...


  • Allen, Texas, United States Matt Wills - State Farm Agent Full time

    Job Description**Job Summary**We are seeking a highly motivated and customer-focused individual to join our team as a Life Insurance Sales Representative. As an Agent Team Member, you will play a key role in establishing relationships with customers, identifying their insurance needs, and providing tailored solutions.Key Responsibilities:Develop and maintain...


  • Allen, Texas, United States Melissa Miller Farmers Insurance Full time

    Job OverviewThe Melissa Miller Farmers Insurance Agency is a reputable insurance provider committed to delivering outstanding service to our clientele. We prioritize integrity, professionalism, and empathy, aiming to safeguard what is important to our clients and assist them in achieving tranquility.We are in search of a motivated and results-oriented...


  • Allen, Texas, United States Melissa Miller Farmers Insurance Full time

    Job OverviewThe Melissa Miller Farmers Insurance Agency is a reputable insurance provider committed to delivering outstanding service to our clientele. We prioritize integrity, professionalism, and empathy, ensuring we safeguard what is important to our clients and assist them in achieving peace of mind.We are in search of a motivated and results-oriented...


  • Allen, Texas, United States Melissa Miller Farmers Insurance Full time

    Job OverviewThe Melissa Miller Farmers Insurance Agency is a reputable insurance provider committed to delivering outstanding service to our clientele. We prioritize integrity, professionalism, and empathy, ensuring that we safeguard what is important to our clients and assist them in achieving peace of mind.We are on the lookout for a motivated and...


  • Allen, Texas, United States Texans Credit Union Full time

    Job Summary:We are seeking a dedicated and customer-focused individual to join our team as a Member Service Representative at Texans Credit Union.About Texans Credit Union:As a reputable financial institution in the Dallas metro area, we have been fulfilling the financial dreams of our members for over 60 years with assets totaling $1.5 billion. As a...


  • Allen, Texas, United States Stephens Williams J. Insurance Agency LLC Full time

    Job OverviewWe are looking for a dedicated and motivated individual with a natural talent for sales to join our team at Stephens Williams J. Insurance Agency LLC. As a Licensed Insurance Sales Consultant, you will play a crucial role in enhancing the financial security of our clients by providing them with essential insurance products. Your mission will be...


  • Allen, Texas, United States Stephens Williams J. Insurance Agency LLC Full time

    Job OverviewWe are looking for a motivated and enthusiastic individual who possesses a natural talent for sales and a commitment to enhancing the lives of others. As a Licensed Insurance Consultant, you will join a dedicated team at Stephens Williams J. Insurance Agency LLC, focused on expanding our office's revenue by providing essential products that...


  • Allen, Texas, United States Stephens Williams J. Insurance Agency LLC Full time

    Job OverviewWe are in search of a dedicated and motivated individual with a natural talent for sales who is eager to positively impact the lives of others. As a Licensed Insurance Sales Consultant at Stephens Williams J. Insurance Agency LLC, you will play a crucial role in enhancing the agency's revenue by providing essential products that ensure security...


  • Allen, Texas, United States Frost Bank Full time

    About the Role:As a Client Relationship Specialist, you will be the initial point of contact for numerous clients, establishing the benchmark for exceptional banking experiences. Your role is pivotal in fostering trust and integrity while nurturing long-lasting relationships with our clientele, which spans across generations.Your Responsibilities:Deliver...


  • Allen, Texas, United States InTouch CU Full time

    Client Relationship Specialist Job OverviewThe Client Relationship Specialist is essential in fostering a welcoming atmosphere for all members and guests at InTouch CU. This role is pivotal in ensuring that every interaction is characterized by professionalism and warmth.Key Responsibilities:Greet and welcome clients and visitors with a friendly...


  • Allen, Texas, United States CorVel Full time

    Position Title: Lead Customer Service Representative (Intake Admin II)Job Category: Administrative (Field)Job Summary:The Lead Customer Service Representative is responsible for fostering and maintaining collaborative relationships with management, colleagues, and clients. This role requires a strong commitment to achieving customer service performance...


  • Allen, Texas, United States Experian Full time

    Job DescriptionExperian is a global data and technology company, powering opportunities for people and businesses around the world. We help to redefine lending practices, uncover and prevent fraud, simplify healthcare, create marketing solutions, and gain deeper insights into the automotive market, all using our unique combination of data, analytics and...


  • Allen, Texas, United States Experian Full time

    Job DescriptionExperian is a global data and technology company, powering opportunities for people and businesses around the world. We help to redefine lending practices, uncover and prevent fraud, simplify healthcare, create marketing solutions, and gain deeper insights into the automotive market, all using our unique combination of data, analytics and...


  • Allen, Texas, United States American Telephone and Telegraph Company Full time

    Job SummaryWe are seeking a highly motivated and results-driven Field Sales Representative to join our team at American Telephone and Telegraph Company. As a Field Sales Representative, you will be responsible for building and maintaining strong relationships with existing customers, identifying new sales opportunities, and delivering exceptional customer...


  • Allen, Texas, United States CorVel Full time

    Job SummaryCorVel is seeking a highly skilled and dedicated Customer Service Representative to join our team. As a Customer Service Representative, you will be responsible for providing exceptional customer service to our clients, patients, and providers.Key ResponsibilitiesProvide quality customer service via phone, email, and written correspondenceAddress...


  • Allen, Texas, United States Experian Health Full time

    **Job Summary**We are seeking a highly skilled and motivated Customer Service Representative to join our team at Experian Health. As a key member of our customer support team, you will be responsible for providing exceptional service to our clients, resolving issues in a timely and professional manner, and maintaining a positive and productive work...


  • Allen, Texas, United States American Family Care Allen Full time

    Position Overview: Patient Care RepresentativeAmerican Family Care Allen is a prominent provider of urgent and primary care services throughout the United States, delivering walk-in care seven days a week. Our facilities are designed to address acute medical conditions and injuries, as well as occupational health needs, featuring state-of-the-art diagnostic...