Associate Agent jobs in United States
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COUNTRY Financial® · 23 hours ago

Associate Agent

COUNTRY Financial® provides insurance and financial services to over a million households and businesses across 19 states. The Associate Agent will foster client relationships, assist with insurance and financial service needs, and drive business growth in the assigned area while ensuring superior customer service and engagement.

Insurance
Hiring Manager
Keri Landers
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Responsibilities

Fostering client relationships
Assisting with insurance and financial service needs
Managing client accounts
Driving business growth in the assigned area
Helping clients safeguard their assets by providing tailored insurance solutions and financial products
Ensuring superior customer service and engagement
Regular networking to expand market reach
Cultivating a trusted client base

Qualification

Insurance knowledgeFinancial services knowledgeSales skillsCRM tools familiarityCustomer service skillsProfessionalismInterpersonal skillsCommunication skillsNegotiation skillsTime managementIntegrityMotivation

Required

Strong customer service and interpersonal skills, with the ability to build and maintain client relationships
Knowledge of insurance and/or financial services, with a commitment to staying informed about industry standards
Effective communication, sales, and negotiation skills to address client inquiries and offer suitable solutions
Ability to manage time efficiently and handle multiple tasks in a fast-paced environment
Proficiency in basic computer usage and familiarity with CRM tools for client management is a plus
High level of professionalism, integrity, and motivation to achieve business growth goals

Preferred

Prior experience in sales, finance, or insurance roles is considered advantageous

Company

COUNTRY Financial®

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COUNTRY Financial® provides insurance and financial services for over a million households and businesses across 19 states.

Funding

Current Stage
Late Stage

Leadership Team

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Jim Jacobs
Chief Executive Officer
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Christopher B.
Vice President - Chief Technology & Security Officer (CTO/CSO)
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Company data provided by crunchbase