Financial Services Representative
3 weeks ago
Company Overview
Tonya Baker-Turner - State Farm Agent is a dynamic and innovative insurance agency dedicated to providing exceptional service to our customers. As an Insurance and Financial Services Position, you will be a vital part of our team, helping us grow our business through meaningful client relationships and acting as a liaison between customer needs and agency departments.
We are eager to have you on our team as an attentive, sociable, and sales-minded professional who can better the lives of our customers by proactively marketing relevant products and services.
Job Description
- Provide information about insurance products and services to customers.
- Assist clients with policy applications and renewals.
- Handle client inquiries and provide timely responses.
- Maintain accurate records of client interactions.
- 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.
Estimated Salary: $45,000 - $60,000 per year based on experience and location.
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