What are the responsibilities and job description for the Insurance and Financial Services Position - State Farm Team Member position at Carey Heitman - State Farm Agent?
Benefits:
- Bonus based on performance
- Competitive salary
- Opportunity for advancement
- Paid time off
- Profit sharing
- Training & development
ROLE DESCRIPTION:
As a team member for Carey Heitman State Farm, you are vital to our daily business operations and customers’ success. You grow our agency through meaningful client relations and acting as a liaison between customer needs and agency departments. You improve the lives of our customers by proactively marketing relevant products and services. Our office works in a team environment. Our motto is work hard, play hard, have fun!
Grow your career as you better your community. As an attentive, sociable, and sales-minded professional, we are eager to have you on our team.
RESPONSIBILITIES:
- Develop and maintain client relationships in insurance and financial services.
- Provide clients with comprehensive financial planning and insurance advice.
- Assist clients with retirement planning, investment management, and insurance needs.
- Stay current with market trends and product offerings.
QUALIFICATIONS:
- Work well with others
- Licensure (we pay for)
- Personable with a fun attitude
- Strong Communication Skills
- Driven to succeed