Insurance and Financial Services Representative

2 weeks ago


McKinney, Texas, United States Trent Wilkins - State Farm Agent Full time
Position Overview

A successful State Farm Agent is in search of a qualified professional for the role of Insurance and Financial Services Representative. We are looking for an enthusiastic individual who is passionate about fostering business growth through meaningful conversations and exceptional customer service. If you are a proactive self-starter who excels in a dynamic environment, this is an excellent opportunity for a fulfilling career with significant income and advancement potential.

Key Responsibilities
  • Deliver prompt, accurate, and friendly customer support. This includes addressing inquiries related to insurance options, eligibility, coverage details, policy modifications, claims, and billing inquiries.
  • Utilize a customer-centric, needs-based review process to inform clients about various insurance products.
  • Generate leads, arrange meetings, assess client needs, and promote suitable products and services.
  • Exhibit a strong work ethic with unwavering dedication to achieving success on a daily basis.
As a Team Member, you will benefit from:
  • 401K plan
  • Salary with commission and bonus opportunities
  • Health insurance benefits
  • Paid time off, including vacation and personal/sick days
  • Valuable industry experience
  • Opportunities for growth and advancement within the agency
Qualifications
  • Preferred experience in sales (outside sales, inside sales representative, retail sales associate, or telemarketing)
  • Demonstrated success in meeting sales targets
  • Strong communication skills - written, verbal, and listening
  • Genuine interest in how insurance and financial products assist individuals in managing everyday risks, recovering from unforeseen events, and achieving their aspirations
  • People-oriented and self-motivated
  • Ability to handle multiple tasks effectively
  • Capability to present to potential clients
  • Experience in marketing
  • Aptitude for building rapport with customers
  • Current Property and Casualty license
  • Life and Health license (must be obtained)


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