Insurance and Financial Services Representative

4 days ago


Clackamas, Oregon, United States Ryan Paulson - 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 and maintaining strong relationships with our customers, providing them with personalized insurance and financial services solutions, and helping them achieve their goals.

Responsibilities
  • Customer Relationship Building: Develop and maintain strong relationships with our customers, understanding their needs and providing them with tailored insurance and financial services solutions.
  • Insurance and Financial Services: Educate customers about insurance options and develop leads, schedule appointments, and market appropriate products and services.
  • Team Collaboration: Work closely with our team to achieve sales and customer satisfaction goals.
Requirements
  • Interest in Insurance and Financial Services: A genuine interest in helping customers achieve their financial goals and a willingness to learn about insurance and financial services.
  • Excellent Communication Skills: Strong written, verbal, and listening skills to effectively communicate with customers and team members.
  • People-Oriented: A customer-focused approach with a passion for building strong relationships.
  • Detail-Oriented: Ability to accurately process and manage customer information.
  • Proactive Problem-Solving: A proactive approach to resolving customer issues and finding solutions.
  • Computer Literacy: Basic computer skills to navigate our systems and tools.
  • Teamwork: Ability to work collaboratively with our team to achieve shared goals.
About Our Agency

Ryan Paulson - State Farm Agent is a growing agency with a passion for making a difference in the lives of others and bettering our community. We are a team of highly motivated individuals who are committed to excellence and personal achievement. Our agency has received awards for our outstanding performance, and we are proud to be a part of the State Farm network.

We offer a competitive salary, commission, and bonus structure, as well as a comprehensive benefits package, including health insurance, 401(k), and paid time off. If you are a motivated and customer-focused individual who is looking for a challenging and rewarding career opportunity, we encourage you to apply.



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