Apertura Futura: Insurance and Financial Services Position - State Farm Agent Team Member jobs in United States
info-icon
This job has closed.
company-logo

State Farm Agent · 2 days ago

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

State Farm Agent is seeking a qualified professional to join their winning team as an Insurance and Financial Services Position - State Farm Agent Team Member. This role focuses on establishing customer relationships, providing exceptional customer service, and helping the business grow through value-based conversations.

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-tasking abilityMarketing experienceInterpersonal skillsSelf-motivatedDetail orientedTeamwork abilityPresentation skills

Required

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
Ability to conduct interviews in the office and in customer's home or business
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)
Property and Casualty license (must have currently)
Life and Health license (must be able to obtain)
Life and Health license (must have currently)

Preferred

Sales experience (outside sales or inside sales representative, retail sales associate, or telemarketing)
Successful track record of meeting sales goals/quotas
Interest in marketing products and services based on customer needs
Experience in marketing

Company

State Farm Agent

company-logo
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

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