Insurance and Financial Services Position - State Farm Team Member

Job Description

Job DescriptionBenefits:

• 401(k)
• Bonus based on performance
• Competitive salary
• Health insurance
• Opportunity for advancement
• Paid time off
• Training & development

Job Title: Insurance & Financial Services Representative Sales & Service


Role Description:
As an Insurance & Financial Services Representative, you will be a key driver of success within our agency, fostering long-term customer relationships and acting as the bridge between client needs and our agency's services. Your proactive approach to sales and service will help improve our customers' financial security and contribute to the growth of our agency.

This is an exciting opportunity for a sales-driven, customer-focused professional to make an impact in their community while advancing their career in insurance and financial services. We are looking for someone who is attentive, sociable, and eager to serve others.

Key Responsibilities:

• Develop and maintain strong customer relationships in both insurance and financial services.
  
  
• Consult with customers to offer comprehensive financial planning, retirement solutions, and insurance options.
  
  
• Assist clients with retirement planning, investment management, and insurance needs, ensuring they are well-informed and prepared for the future.
  
  
• Stay current with market trends, new product offerings, and industry changes to provide customers with the most relevant solutions.
  
  
• Proactively market and cross-sell insurance and financial products to meet customer needs and achieve sales goals.
  
  
• Provide timely responses to customer inquiries, ensuring excellent service and support.
  
  

Qualifications:

• 3+ years of experience in insurance and financial services.
  
  
• Strong communication and interpersonal skills with the ability to build rapport and trust with clients.
  
  
• Bilingual skills in Russian or Ukrainian, in addition to English, are a bonus.
  
  
• Must either possess or be willing to obtain Property & Casualty (P&C) and Life & Health licenses.
  
  
• Sales-driven with a customer-first mentality and a passion for helping people secure their financial future.