Financial Services Representative

3 weeks ago


Englewood, Colorado, United States Chad Carlisle - State Farm Agent Full time
Job Overview

We are seeking a highly motivated and sales-driven Products & Financial Account Representative to join our team at Chad Carlisle Insurance Inc. As a key member of our agency, you will be responsible for establishing strong customer relationships, identifying opportunities, and strategically turning leads into long-lasting customer relationships.

Key Responsibilities
  • Establish and maintain customer relationships through regular follow-ups and communication.
  • Develop and implement effective sales strategies to meet and exceed sales goals.
  • Provide exceptional customer service, responding to inquiries and resolving issues in a timely and professional manner.
  • Use a customer-focused approach to educate customers about insurance options and promote the development of our business.
  • Develop leads, schedule appointments, and market appropriate products and services to meet customer needs.
Requirements
  • Able to achieve mutually agreed upon sales goals.
  • Dedicated to customer service and sales excellence.
  • Sales experience preferred, but not required.
  • Able to obtain Property and Casualty License and Life/Health License.
  • Strong communication and interpersonal skills.
Benefits
  • Hourly pay plus commission/bonus.
  • Paid time off (vacation and personal/sick days).
  • 401(k) matching.
  • Growth potential and opportunity for advancement within the agency.


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