COUNTRY Financial® · 6 hours ago
Associate Agent
Plymouth, WI
Full-time
Hybrid
New Grad, Entry LevelCOUNTRY Financial® has been providing insurance and financial services since 1925. As an Associate Agent, you will help deliver comprehensive solutions tailored to clients' needs, develop client relationships, and educate clients on available services.
Insurance
Hiring Manager
Jessica Martinson, MHA
Responsibilities
Developing and maintaining client relationships
Conducting needs assessments
Offering customized insurance and financial products
Educating clients and prospects on available services
Acting as a trusted advisor throughout their financial journey
Qualification
Required
Strong communication and interpersonal skills for client relationship management
Sales and customer service experience; ability to understand and address client needs effectively
Knowledge of insurance products, financial planning, or a willingness to learn quickly
Strong organizational, time management, and multitasking abilities
Proficiency in using technology and software for client management and communication
Self-motivated with the ability to work both independently and as part of a team
Licenses in property, casualty, and life insurance (or willingness to obtain them)
Preferred
Bachelor's degree in business, finance, or a related field is preferred but not required
Company
COUNTRY Financial®
COUNTRY Financial® provides insurance and financial services for over a million households and businesses across 19 states.
Founded in 1925
5001-10000 employees
Funding
Current Stage
Late StageLeadership Team
Jim Jacobs
Chief Executive Officer
Christopher B.
Vice President - Chief Technology & Security Officer (CTO/CSO)
Company data provided by crunchbase