Insurance and Financial Services Professional

4 weeks ago


Commack, New York, United States Jacquelyn Jacobson - State Farm Agent Full time
Job Overview

We are seeking a highly motivated and skilled Insurance and Financial Services Sales Agent to join our team at Jacquelyn Jacobson - State Farm Agent. As a licensed Insurance and Financial Services Sales Agent, you will be responsible for expanding our book of business by selling various types of insurance policies to new clients. You will also be responsible for pivoting to existing clients after determining their needs through high-level conversation.

Responsibilities
  • Establish and maintain customer relationships, providing prompt, accurate, and friendly customer service.
  • Use a customer-focused, needs-based review process to educate customers about insurance options and work with the agent to establish and meet marketing goals.
  • Develop leads, schedule appointments, identify customer needs, and market appropriate products and services.
Requirements
  • Property and Casualty license and/or Life, Accident & Health license (must have P&C and/or L&H)
  • Must be able to obtain any additional licensing required
  • Sales experience (outside sales or inside sales representative, retail sales associate, or telemarketing)
  • Successful track record of meeting sales goals/quotas
  • Excellent interpersonal skills, communication skills, and organizational skills
  • Self-motivated and detail-oriented with the ability to work in a team environment and multi-task
What We Offer
  • Salary plus commission & bonus
  • Health benefits
  • 401(K)
  • Paid time off (vacation and personal/sick days)
  • Valuable experience and growth potential/Opportunity for advancement within our agency


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