Financial Account Representative – State Farm Agent Team Member jobs in United States
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State Farm Agent · 4 months ago

Financial Account Representative – State Farm Agent Team Member

State Farm Agent is seeking an outgoing, career-oriented professional to join their team in Stockbridge, GA. As a Financial Account Representative, you will build and develop customer relationships to promote State Farm products including auto, home, and life insurance.

Auto InsuranceFinanceFinancial ServicesHealth InsuranceInsuranceLife Insurance

Responsibilities

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

Qualification

Sales experiencePropertyCasualty licenseLifeHealth licenseProactive problem solvingCommunication skillsSelf-motivatedTeam environmentCustomer needs assessmentExplain financial issuesComputer applicationsEthical sales practicesAssociate's degreeHigherPresentation skills

Required

Sales experience (outside sales or inside sales representative, retail sales associate, or telemarketing)
Successful track record of meeting sales goals/quotas
Excellent communication skills - written, verbal and listening
Self-motivated
Proactive in problem solving
Experience in a variety of computer applications, particularly Windows
Ability to work in a team environment
Ability to make presentations to potential customers
Ability to assess customer needs and conduct effective interviews
Ability to explain complex financial issues in understandable terms
Property and Casualty license (must be able to obtain)
Life and Health license (must have currently)
Courses on ethical and customer centered sales practices will be required
Position may require irregular working hours

Preferred

Associate's degree or higher

Benefits

401(k) matching
Dental insurance
Vision insurance
Health benefits
Profit sharing
Paid time off (vacation and personal/sick days)
Flexible hours
Valuable experience
Growth potential/Opportunity for advancement within my agency

Company

State Farm Agent

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At State Farm®, our mission is to help people manage the risks of everyday life, recover from the unexpected, and realize their dreams.

Funding

Current Stage
Late Stage

Leadership Team

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Fawad Ahmad
SVP - Digital & Customer Experience and Chief Digital Officer
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Company data provided by crunchbase