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Insurance and Financial Services Representative

2 months ago

Largo, Florida, United States Diana Devito - State Farm Agent Full time
About the Role

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 strong relationships with customers, identifying their needs, and providing tailored solutions to meet their insurance and financial goals.

Key Responsibilities
  • Customer Relationship Building: Establish and maintain strong relationships with customers, understanding their needs and preferences.
  • Needs-Based Review Process: Conduct thorough reviews of customers' insurance needs, providing personalized recommendations and solutions.
  • Lead Generation and Appointment Scheduling: Develop and implement strategies to generate new leads, schedule appointments, and identify opportunities to upsell and cross-sell products and services.
Benefits and Opportunities
  • Competitive Compensation: Earn a competitive salary plus commission/bonus structure.
  • Opportunities for Advancement: Grow your career within our agency, with opportunities for advancement and professional development.
  • Flexible Work Arrangements: Enjoy a flexible work schedule, with opportunities for remote work and work-life balance.
Requirements
  • Marketing and Sales Skills: Possess a strong interest in marketing and sales, with the ability to identify customer needs and provide tailored solutions.
  • Excellent Communication Skills: Demonstrate excellent written, verbal, and listening communication skills, with the ability to build strong relationships with customers and colleagues.
  • Teamwork and Collaboration: Possess a strong ability to work collaboratively as part of a team, with a customer-focused and results-driven approach.