Account Representative

1 month ago

Mansfield Center, Connecticut, United States Anthony Raggi - State Farm Agent Full time
Job Description
Are you looking for a challenging and rewarding career in sales and customer service? Do you have a passion for helping others and a strong desire to succeed? If so, we may have the perfect opportunity for you

As a State Farm Agent Team Member, you will play a key role in helping our customers achieve their financial goals and protect their assets. You will work closely with our agent to establish and meet marketing goals, develop leads, schedule appointments, and identify customer needs. You will also be responsible for maintaining a strong work ethic and a total commitment to success each and every day.

Some of the key responsibilities of this role include:
  • Establishing customer relationships and following up with customers, as needed.
  • Using a customer-focused, needs-based review process to educate customers about insurance options.
  • Working with the agent to establish and meet marketing goals.
  • Developing leads, scheduling appointments, identifying customer needs, and marketing appropriate products and services.
  • Maintaining a strong work ethic with a total commitment to success each and every day.

As an Agent Team Member, you will receive a competitive salary, plus commission and bonus opportunities. You will also have access to a comprehensive benefits package, including health insurance, dental insurance, vision insurance, and a 401(k) plan. Additionally, you will have the opportunity to advance your career and achieve your long-term goals.

Requirements for this role include:
  • Graduation from an accredited college or university preferred, consideration is given to equivalent sales/customer service experience, education, and training.
  • Sales experience (outside sales or inside sales representative, retail sales associate, or telemarketing) preferred.
  • Successful track record of meeting sales goals/quotas preferred.
  • Interest in marketing products and services based on customer needs.
  • Excellent interpersonal skills.
  • Excellent communication skills - written, verbal and listening.
  • Enthusiastic about the role insurance and financial products play in helping people manage the risks of everyday life, recover from the unexpected, and realize their dreams.
  • People-oriented.
  • Organizational skills.
  • Self-motivated.
  • Detail oriented.
  • Proactive in problem solving.
  • Experience in a variety of computer applications, particularly Windows.
  • Pride in getting work done accurately and timely.
  • Ability to work in a team environment.
  • Ability to multi-task.
  • Ability to make presentations to potential customers.
  • Achieve mutually agreed upon marketing goals.
  • Ability to effectively relate to a customer.
  • Ability to execute a detailed business plan.
  • Experience in marketing financial products.
  • Knowledge of financial services products.
  • Ability to explain complex financial issues in understandable terms.
  • Life and Health license (must be able to obtain).
  • Series 6 and 63 (must be able to obtain).
  • Courses on ethical and customer centered sales practices will be required.
  • Selected candidate is expected to remain current in product changes, licensing, technical developments, and continuing education.
  • Bachelor's degree preferred.

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