Position Overview

Successful State Farm Agent is seeking a qualified professional to join their winning team for the role of Financial Services Specialist.

We seek an energetic professional interested in helping our business grow through value-based conversations and remarkable customer experience.

If you are a motivated self-starter who thrives in a fast-paced environment, then this is your opportunity for a rewarding career with excellent income and growth potential.

Responsibilities

• Establish customer relationships and follow up with customers, as needed.
• Work and collaborate with the Marketing Associate team to train, teach and assist with financial service product acquisition.
• Provide prompt, accurate, and friendly customer service. Service can include responding to inquiries regarding insurance availability, eligibility, coverages, policy changes, transfers, claim submissions, and billing clarification.
• 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.

As an Agent Team Member, you will receive...

• 401K
• Salary plus commission / bonus / spiffs
• No Scheduled Weekends
• Paid time off (vacation, holidays and personal / sick days)
• Health Insurance Benefits
• Valuable experience
• Growth potential / Opportunity for advancement within my agency

Requirements

• Sales experience (outside sales or inside sales representative, retail sales associate, or telemarketing) preferred
• Bachelor's degree in finance, economics, accounting, or a related field preferred.
• Interest in marketing products and services based on customer needs
• Excellent interpersonal skills
• Excellent communication skills - written, verbal and listening
• Enthusiastic about the role insurance and financial products play in helping people manage the risks of everyday life, recover from the unexpected, and realize their dreams
• People-oriented
• Organizational skills
• Self-motivated
• Detail oriented
• Proactive in problem solving
• Dedicated to customer service
• Able to learn computer functions
• Ability to multi-task
• Ability to make presentations to potential customers
• Achieve mutually agreed upon marketing goals
• Ability to effectively relate to a customer
• Bilingual - Spanish preferred
• Property and Casualty license (must be able to obtain)
• Life and Health license (must be able to obtain)
• Selected candidate is expected to remain current in product changes, licensing, technical developments, and continuing education

Last updated : 2024-04-26