What are the responsibilities and job description for the Insurance and Financial Services Position - State Farm Team Member position at Rudy Herrera - State Farm Agent?
Benefits:
- Bonus based on performance
- Competitive salary
- Flexible schedule
- Opportunity for advancement
- Paid time off
- Training & development
ROLE DESCRIPTION:
As Insurance and Financial Services Position - State Farm Team Member for Rudy Herrera - State Farm Agent, you are vital to our daily business operations and customers’ success. You grow our agency through meaningful customer 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. Option for part time or full-time position depending on the candidate and needs of the team.
Grow your career as you improve your community. As an attentive, sociable, and sales-minded professional, we are eager to have you on our team.
RESPONSIBILITIES:
- Develop and maintain customer relationships in insurance and financial services.
- Consult customers with comprehensive financial planning and insurance options.
- Go over existing policies and pivot to life and health insurance options. Get a understanding of customer financial goals.
- Stay current with market trends and product offerings.
- Assist with customer retention activities, including customer meetings, payment notifications, signing of documents for insurance policies.
QUALIFICATIONS:
- 3 years of experience in insurance and financial services.
- Communication and interpersonal skills.
- Licenses in insurance and FINRA Series 7 and 63 preferred.