Apertura Futura: Insurance and Financial Services Position - State Farm Agent Team Member jobs in United States
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State Farm Agent · 2 hours ago

Apertura Futura: Insurance and Financial Services Position - State Farm Agent Team Member

State Farm Agent is seeking a qualified professional for the role of Insurance and Financial Services Position - State Farm Agent Team Member. The successful candidate will help grow the business through customer relationships and provide excellent service regarding insurance options and financial products.

Auto InsuranceFinanceFinancial ServicesHealth InsuranceInsuranceLife Insurance

Responsibilities

Establish customer relationships and follow up with customers, as needed
Provide prompt, accurate, and friendly customer service. Service can include responding to inquiries regarding insurance availability, eligibility, coverages, policy changes, transfers, claim submissions, and billing clarification
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
Maintain a strong work ethic with a total commitment to success each and every day

Qualification

Sales experienceFinancial servicesPropertyCasualty licenseLifeHealth licenseCustomer service dedicationCommunication skillsOrganizational skillsProactive problem solvingMulti-taskTeam environmentMarketing experienceInterpersonal skillsSelf-motivatedDetail orientedPresentation skills

Required

Sales experience (outside sales or inside sales representative, retail sales associate, or telemarketing) preferred
Successful track record of meeting sales goals/quotas preferred
Interest in marketing products and services based on customer needs
Excellent interpersonal skills
Excellent communication skills - written, verbal and listening
Enthusiastic about the role insurance and financial products play in helping people manage the risks of everyday life, recover from the unexpected, and realize their dreams
People-oriented
Organizational skills
Self-motivated
Detail oriented
Proactive in problem solving
Dedicated to customer service
Able to learn computer functions
Experience in a variety of computer applications, particularly Windows
Pride in getting work done accurately and timely
Ability to work in a team environment
Ability to multi-task
Ability to make presentations to potential customers
Achieve mutually agreed upon marketing goals
Provide timely and thorough activity reports to agent
Experience in marketing
Ability to conduct interviews in the office and in customer's home or business
Ability to assess customer needs and conduct effective interviews
Knowledge of financial services products
Knowledge of life products
Knowledge of health products
Ability to explain complex financial issues in understandable terms
Property and Casualty license (must be able to obtain)
Property and Casualty license (must have currently)
Life and Health license (must be able to obtain)
Life and Health license (must have currently)

Benefits

Salary plus commission/bonus
Draw plus commission

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