Financial Services Specialist

3 days ago


West Palm Beach, Florida, United States State Farm - Vivian M Suarez Full time
Grow Your Career with Us

We are seeking a driven and results-oriented professional to join our team as an insurance agent. As a State Farm Agent is seeking a qualified professional to join their winning team, we look for an individual who is passionate about delivering exceptional customer service and driving business growth through value-based conversations.

Compensation Package: $60,000 - $80,000 per year based on industry standards

About the Position

In this role, you will be responsible for using a customer-focused, needs-based review process to educate customers about insurance options, working with the agent to establish and meet marketing goals, developing leads, scheduling appointments, identifying customer needs, and marketing appropriate products and services.

Main Duties:

  • Use a customer-focused, needs-based review process to educate customers about insurance options
  • Work with the agent to establish and meet marketing goals
  • Develop leads, schedule appointments, identify customer needs, and market appropriate products and services
  • Maintain a strong work ethic with a total commitment to success each and every day
  • Establish customer relationships and follow up with customers, as needed
  • Provide prompt, accurate, and friendly customer service
Qualifications and Requirements

To be successful in this role, you must have:

  • Previous experience in a sales or customer service role
  • Comfortable with engaging in sales conversations
  • Excellent communication skills - written, verbal, and listening
  • Strong organizational and multitasking abilities
  • Proactive in problem solving
  • People-oriented, self-motivated and detail oriented
  • Pride in getting work done accurately and timely
  • Ability to explain complex financial issues in understandable terms
  • Florida Insurance License 4-40 or 2-20 preferred (Must have at least 4-40 prior to start)
  • Life and Health license (must be able to obtain)
  • Bilingual-Spanish preferred
Our Benefits

We offer a comprehensive compensation package, including:

  • Salary: $60,000 - $80,000 per year based on industry standards
  • Opportunity for advancement within the office
  • Health Insurance stipend
  • Life Insurance
  • Tuition Reimbursement
  • Paid time off (vacation and personal/sick days)
  • National Holidays off


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