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Financial Services Representative

4 weeks ago

Midlothian, Virginia, United States Cindy Shumaker - State Farm Agent Full time
About Us

Cindy Shumaker State Farm is a well-established insurance agency, proudly serving our community for over 15 years. We take pride in our commitment to protecting our customers' dreams and providing personalized insurance solutions that meet their unique needs.

Role and Responsibilities

As a Sales Associate at Cindy Shumaker State Farm, you will play a vital role in expanding our customer base and providing exceptional service to our clients. Your key responsibilities will include:

  1. Sales and Customer Acquisition: Engaging with prospective customers to understand their insurance needs and providing tailored insurance solutions to protect their assets and loved ones.
  2. Lead Generation: Proactively seeking out new leads through various channels, including referrals, community involvement, and networking events.
  3. Relationship Building: Building strong and lasting relationships with clients to ensure their satisfaction and retention. Providing ongoing support and assistance to meet their evolving insurance requirements.
  4. Cross-Selling and Upselling: Identifying opportunities to offer additional insurance products and financial services that align with customers' needs.
  5. Collaboration: Working closely with our team to achieve individual and team sales targets and contribute to the overall success of the agency.
Qualifications

To excel in this role, we are looking for candidates with the following qualifications:

  • Sales Experience: Prior experience in sales or customer service is preferred, but we encourage candidates with a strong passion for sales and a desire to succeed to apply.
  • Communication Skills: Excellent interpersonal and communication skills to establish rapport with customers and explain complex insurance concepts in a clear and understandable manner.
  • Customer-Centric: A genuine passion for helping others and a dedication to delivering exceptional customer service.
  • Goal-Oriented: A self-motivated individual with a demonstrated track record of achieving and exceeding sales targets.
  • Insurance Knowledge: While not required, familiarity with insurance products and industry practices will be advantageous.
Benefits

We offer a range of benefits to support your success and well-being, including:

  1. Ongoing Training and Development: Opportunities to enhance your skills and knowledge.
  2. Supportive Team Environment: A collaborative and supportive team that feels like family.
  3. Career Growth and Advancement: Opportunities for career growth and advancement within the agency.
  4. Competitive Compensation: Salary plus commission/bonus.
  5. Paid Time Off: Vacation and personal/sick days.
  6. Growth Potential: Opportunities for advancement within the agency.
Work Environment

We are located in Midlothian, VA and help customers with their insurance and financial services needs, including:

  • Auto Insurance
  • Home Insurance
  • Life Insurance
  • Retirement Planning