What are the responsibilities and job description for the Life/Health Insurance Position - State Farm Agent Team Member position at Kay Patel - State Farm Agent?
Benefits:
- Health insurance
- Opportunity for advancement
- Paid time off
- Training & development
- 401(k)
- Bonus based on performance
- Competitive salary
- Flexible schedule
ABOUT OUR AGENCY:
I opened my agency in 2005 and currently lead a team of seven. Before joining State Farm, I worked in the mutual funds industry before being recruited to become an agent. I attended college in California and enjoy traveling, hiking, cooking, and finding the balance between working hard and having fun.
Giving back to the community is important to me. Our agency supports local women's organizations and enjoys participating in community events throughout the year.
Our agency offers health benefits, a 401(k), licensing reimbursement, and a strong commitment to work-life balance. We believe in creating a supportive environment where our team can grow and succeed.
Our culture is upbeat, collaborative, and fun. We work in a brand-new open-concept office where music is always playing, everyone pitches in, and we enjoy celebrating successes together. I'm looking for someone who is a self-starter, coachable, positive, and enjoys working as part of a team. If you bring a can-do attitude and a great personality, you'll fit right in.
ROLE DESCRIPTION:
I opened my agency in 2005 and currently lead a team of seven. Before joining State Farm, I worked in the mutual funds industry before being recruited to become an agent. I attended college in California and enjoy traveling, hiking, cooking, and finding the balance between working hard and having fun.
Giving back to the community is important to me. Our agency supports local women's organizations and enjoys participating in community events throughout the year.
Our agency offers health benefits, a 401(k), licensing reimbursement, and a strong commitment to work-life balance. We believe in creating a supportive environment where our team can grow and succeed.
Our culture is upbeat, collaborative, and fun. We work in a brand-new open-concept office where music is always playing, everyone pitches in, and we enjoy celebrating successes together. I'm looking for someone who is a self-starter, coachable, positive, and enjoys working as part of a team. If you bring a can-do attitude and a great personality, you'll fit right in.
ROLE DESCRIPTION:
Kay Patel - State Farm Agent is seeking a motivated and relationship-driven professional to join our team as a Life/Health Insurance Specialist. In this role, you'll help individuals and families protect what matters most by providing personalized life and health insurance solutions.
This is an opportunity for someone who enjoys building relationships, educating clients, and creating long-term financial security for others while growing their own career and income potential. If you're passionate about helping people, driven by results, and enjoy meaningful conversations, we'd love to connect with you.
RESPONSIBILITIES:
- Generate new business through networking, referrals,, and lead follow-up activities.
- Conduct needs-based conversations to identify appropriate life and health insurance solutions.
- Educate clients on policy options, coverage benefits, and long-term protection strategies.
- Build and maintain strong relationships with new and existing customers.
- Review existing coverage and identify opportunities to better protect clients and their families.
- Follow up with prospects and clients to ensure an exceptional customer experience.
- Stay current on industry trends, product offerings, and regulatory requirements.
- Maintain accurate client records and ensure compliance with state and federal regulations.
QUALIFICATIONS:
- Active Life & Health insurance license will be required.
- Previous insurance sales experience preferred.
- Proven ability to build rapport and develop lasting client relationships.
- Strong communication, presentation, and consultative sales skills.
- Self-motivated with a goal-oriented mindset and strong work ethic.
- Ability to explain complex insurance concepts in a clear and relatable manner.
- Excellent organizational and follow-up skills.
- Comfortable using CRM systems and agency technology platforms.