Insurance and Financial Services Associate
1 week ago
As a valued member of our team at Franklin Myles - State Farm Agent, you will have the opportunity to build lasting relationships with our clients and help them achieve their financial goals. In this role, you will be responsible for developing leads, scheduling appointments, identifying customer needs, and marketing appropriate products and services.
About Our AgencyWe are a dedicated team of professionals who are passionate about providing exceptional customer service and building strong relationships with our clients. We offer a competitive salary, paid time off, flexible hours, and opportunities for advancement within our agency.
Key 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.
- 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.
Estimated Salary: $45,000 - $65,000 per year (based on location and experience).
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Insurance Services Specialist
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