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Client Relationship Manager

2 months ago

Sunnyvale, California, United States JACKLYN DINH - State Farm Agent Full time
Job Overview

Position Summary:

Are you a proactive and client-oriented individual? Do you thrive in a dynamic environment? If so, a role with JACKLYN DINH - State Farm Agent may be the perfect fit for you. Our agency specializes in offering a range of State Farm insurance and financial service products.

Key Responsibilities:

  • Utilize a customer-centric, needs-based approach to inform clients about various insurance options.
  • Collaborate with the agent to set and achieve marketing objectives.
  • Generate leads, arrange meetings, assess client needs, and promote suitable products and services.

What We Offer:

  • Competitive hourly wage plus commission and bonuses.
  • Comprehensive health benefits.
  • Paid time off, including vacation and personal/sick days.
  • Opportunities for professional growth and advancement within the agency.

Qualifications:

  • Preferred experience in sales (whether in outside sales, retail, or telemarketing).
  • Exceptional interpersonal and communication skills.
  • Strong focus on customer service.
  • Excellent organizational abilities.
  • Self-driven and motivated.
  • Able to work collaboratively in a team setting.
  • Proficient in multitasking.
  • Capable of delivering presentations to prospective clients.
  • Adept at simplifying complex financial concepts for clients.
  • Current Property and Casualty license is required.
  • Life and Health license must be obtained.
  • An Associate's degree or higher is preferred.

If you possess the drive to excel and envision yourself in this role, we encourage you to submit your application. We will reach out to discuss the next steps in the interview process.

Note: This position is with JACKLYN DINH - State Farm Agent, an independent contractor, and not with State Farm Insurance Companies. Employees of State Farm agents must successfully complete any relevant licensing requirements and training programs. State Farm agents operate as independent contractors who employ their own staff, and their employees are not considered employees of State Farm.