Insurance and Financial Services Representative

4 weeks ago

Washington, Washington, D.C., United States Allister Primo - State Farm Agent Full time

Job Summary:

We are seeking a highly motivated and customer-focused individual to join our team as an Insurance and Financial Services Representative. As a representative, you will be responsible for establishing customer relationships, following up with customers, and using a customer-focused, needs-based review process to educate customers about insurance options.

Responsibilities:

  • Establish customer relationships and follow up with customers, as needed.
  • Use a customer-focused, needs-based review process to educate customers about insurance options.
  • Develop leads, schedule appointments, identify customer needs, and market appropriate products and services.

Requirements:

  • Interest in marketing products and services based on customer needs.
  • Excellent communication skills - written, verbal and listening.
  • People-oriented.
  • Detail oriented.
  • Proactive in problem solving.
  • Able to learn computer functions.
  • Ability to work in a team environment.

About Our Agency:

Our mission is to help people manage the risks of everyday life, recover from the unexpected and realize their dreams. We help customers with their insurance and financial services needs, including Auto Insurance, Home Insurance, Life Insurance, Retirement Planning, Business Insurance, College Planning, Health Insurance, and Renters Insurance.

We are a fun, energetic environment that is an enjoyable place to work. If you want to work in an environment that is fun, challenging, and rewarding, then Allister Primo - State Farm Agent may be the right fit for you.

  • Insurance and Financial Services Representative

    3 weeks ago

    Washington, Washington, D.C., United States Mike Jones Company Full time

    Transform Your Career with Mike Jones CompanyWe are seeking a highly motivated and results-driven individual to join our team as an Insurance and Financial Services Representative. As a key member of our team, you will have the opportunity to promote State Farm's premier insurance and financial service products and become an integral part of a trusted...

  • Financial Services Representative

    4 weeks ago

    Washington, Washington, D.C., United States Financial Corporation Full time

    Are you a motivated individual with a passion for sales, insurance, and entrepreneurship? We're seeking a self-starter to join our team as an Independent Financial Services Agent. This non-captive position offers a scalable franchise building opportunity for serious producers. As part of the largest financial services distribution broker, you'll have access...

  • Insurance Sales Representative

    4 weeks ago

    Washington, Washington, D.C., United States World Financial Group Full time

    Unlock Your Potential with World Financial GroupWe are seeking a talented Insurance Sales Representative to join our dynamic team. As a key member of our organization, you will have the opportunity to build a successful career in the financial services industry.About the RoleAs an Insurance Sales Representative, you will be responsible for identifying and...

  • Insurance Sales Representative

    4 weeks ago

    Washington, Washington, D.C., United States Manee Financial Full time

    Unlock your earning potential with a career in insurance sales. As a Manee Financial representative, you'll have the opportunity to work with clients to provide personalized life insurance solutions and build strong relationships. With a generous commission structure and unlimited earning potential, you'll have the freedom to succeed on your own terms.Key...

  • Insurance Sales Representative

    4 weeks ago

    Washington, Washington, D.C., United States CoroNat1oN Financial Services Full time

    Unlock Your Potential in Insurance Sales> Develop new skills and obtain a life insurance license, sponsored by CoroNat1oN Financial Services.> No prior experience is necessary, as we provide comprehensive training materials and tools.> Enjoy paid bonuses and opportunities for growth and development.> Build strong relationships with clients and train your...

  • Insurance Sales Representative

    4 weeks ago

    Washington, Washington, D.C., United States Symmetry Financial Full time

    **Symmetry Financial: A Career Opportunity for Ambitious Individuals**We are seeking a highly motivated and results-driven Insurance Sales Representative to join our team. As a sales agent, you will have the opportunity to build a successful career in the insurance industry, working with a dynamic and supportive team.**Key Responsibilities:**Develop and...

  • Life Insurance Sales Representative

    3 weeks ago

    Washington, Washington, D.C., United States Karlo Financial Full time

    Job OverviewKarlo Financial is seeking a skilled Life Insurance Sales Representative to join our team. As a remote sales professional, you will play a critical role in helping clients secure their financial futures.Key Responsibilities:Connect with potential clients via phone and other communication channels to understand their unique needs and goals.Listen...

  • Financial Services Professional

    3 weeks ago

    Washington, Washington, D.C., United States PNC Financial Services Group Full time

    Job DescriptionAs a Financial Advisor at PNC Financial Services Group, you will play a critical role in helping clients achieve their financial goals. Your primary responsibility will be to consult with clients on investment and insurance strategies, as well as develop personalized financial plans tailored to their needs.Key Responsibilities:Consult with...

  • Financial Services Specialist

    3 weeks ago

    Washington, Washington, D.C., United States PNC Financial Services Group Full time

    Job SummaryPNC Financial Services Group is seeking a skilled Financial Services Specialist to join our team. As a Financial Services Specialist, you will be responsible for providing exceptional client service and support to our customers.Key ResponsibilitiesConsult with clients to understand their financial needs and goals.Develop and implement personalized...

  • Financial Services Professional

    3 weeks ago

    Washington, Washington, D.C., United States PNC Financial Services Group Full time

    At PNC Financial Services Group, we are committed to delivering exceptional customer experiences and fostering a culture of inclusivity and accessibility.The Financial Advisor role is a key part of our team, responsible for consulting on investment and insurance strategies, as well as developing financial plans for clients.Key responsibilities...

  • Commercial Lines Insurance Sales Representative

    3 weeks ago

    Washington, Washington, D.C., United States World Insurance Associates LLC Full time

    Job SummaryWorld Insurance Associates LLC is seeking an experienced Commercial Lines Insurance Sales Representative to join our team. As a key member of our sales team, you will be responsible for identifying and cultivating new business opportunities, engaging in sales and marketing tactics, and tracking sales activities in HubSpot.Key Responsibilities...

  • Insurance and Financial Services Professional

    4 weeks ago

    Washington, Washington, D.C., United States Tyler Sweigart - State Farm Agent Full time

    Job OverviewAs a State Farm Agent Team Member, you will play a key role in helping our business grow through value-based conversations and remarkable customer experiences. This is a unique opportunity for a motivated self-starter who thrives in a fast-paced environment and is interested in helping people manage the risks of everyday life, recover from the...

  • Life Insurance Sales Representative

    4 weeks ago

    Washington, Washington, D.C., United States Jackson Insurance Solutions Full time

    Job OpportunityWe are seeking a highly motivated and results-driven Life Insurance Sales Agent to join our team at Jackson Insurance Solutions. As a Life Insurance Sales Agent, you will have the opportunity to work with a dynamic team and build a successful career in the financial services industry.Key Responsibilities:Sell life insurance policies to clients...

  • Customer Service Representative

    3 weeks ago

    Washington, Washington, D.C., United States LHH Recruitment Solutions Full time

    Job Title: Customer Service Representative - Financial ServicesJob Description:LHH Recruitment Solutions is seeking a highly skilled Customer Service Representative to join our team on a 6-month temporary contract. As a key member of our call center team, you will be the first point of contact for our valued customers, providing timely and accurate responses...

  • Financial Services Representative

    2 weeks ago

    Washington, Washington, D.C., United States First Community Credit Union Full time

    About This RoleWe are seeking a Financial Services Representative who will take pride in helping others and making an impact. The ideal candidate will have excellent communication and problem-solving skills.Key ResponsibilitiesBuild long-term relationships with members and offer them our products and services.Perform monetary teller transactions...

  • Insurance Sales Professional

    2 weeks ago

    Washington, Washington, D.C., United States Government Employees Insurance Company Full time

    Commercial Sales Representative OpportunityAt Government Employees Insurance Company, we're looking for a driven Sales Representative to join our Fredericksburg, VA office. As a Sales Representative, you'll build strong relationships with customers without making any cold calls. Our representatives use strong communication and persuasion skills to provide...

  • Insurance Sales Professional

    2 weeks ago

    Washington, Washington, D.C., United States Government Employees Insurance Company Full time

    Fredericksburg Commercial Sales Representative OpportunityAt Government Employees Insurance Company, we're seeking driven, solution-oriented Sales Representatives for our Fredericksburg, VA office. Our Sales Representatives use compassion and persuasion skills to prepare insurance quotes, advise customers on coverage, and convert quotes into new policies.As...

  • Senior Financial Analyst

    4 weeks ago

    Washington, Washington, D.C., United States Rose Financial Services Full time

    Senior Financial AnalystROSE Financial Services is seeking a highly skilled Senior Financial Analyst to join our team. As a Senior Financial Analyst, you will be responsible for processing, recording, and reconciling financial transactions, including accounts payable, cash disbursements, billings, and cash receipts. You will also assist with the month-end...

  • Financial Services Representative

    4 weeks ago

    Washington, Washington, D.C., United States PRI Full time

    Grow Your Career with PRIAre you looking for a challenging and rewarding career in the financial services industry? Do you want to help families achieve their financial goals and build a secure future? We are seeking a motivated and results-driven individual to join our team as a Financial Specialist.About the RoleAs a Financial Specialist, you will work...

  • Personal Financial Representative

    4 weeks ago

    Washington, Washington, D.C., United States Allstate Full time

    About the RoleWe are seeking a highly motivated and experienced Personal Financial Representative to join our team at Allstate. As a key member of our sales team, you will be responsible for building and growing your own financial services practice under the Allstate brand.Key ResponsibilitiesDevelop and implement sales strategies to drive business growth...