Insurance and Financial Services Professional

5 days ago


Gardner, Kansas, United States Joe Oldham - State Farm Agent Full time
Job OverviewAs a key member of the Joe Oldham - State Farm Agent team, you will play a vital role in marketing and selling financial products that help customers manage everyday risks. Your expertise in financial services will enable you to provide consultative advice to customers, helping them make informed decisions about their financial options. Your analytical skills will be essential in identifying customer needs and developing effective marketing strategies to meet sales goals.

Key Responsibilities:
  • Conduct customer-focused reviews to educate customers about insurance options and provide personalized recommendations.
  • Collaborate with the agent to establish and achieve marketing goals.
  • Develop leads, schedule appointments, and market appropriate products and services to meet customer needs.
Requirements:
  • Must be able to obtain relevant financial service/insurance licenses.
  • Proficiency in Microsoft Office applications.
  • Strong mathematical skills.
  • Excellent analytical, organizational, and problem-solving skills.
  • Effective communication skills.
  • Exceptional customer service skills.
  • Successful track record of meeting sales goals/quotas preferred.
Benefits:
  • Competitive salary plus commission/bonus.
  • Paid time off (vacation and personal/sick days).
  • Profit sharing.
  • Growth potential/Opportunity for advancement within the agency.


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