What are the responsibilities and job description for the Insurance and Financial Services Position - State Farm Team Member position at Whitney Lewis - State Farm Agent?
Benefits:
- Paid Holidays
- Paid time off
- Training & development
ROLE DESCRIPTION:
As a Team Member for Whitney Lewis Insurance Agency Inc., 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.
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.
- Assist customers with retirement planning, investment management, and insurance needs.
- Depending on the role, obtaining state insurance licenses may be required.
QUALIFICATIONS:
- Strong customer service and communication skills.
- Basic knowledge of insurance products and financial services is preferred but not always required, as training is often provided.
- Ability to work well in a team environment.
- Strong organization.
Salary : $10 - $12