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Insurance and Financial Services Position

Hoerner Insurance and Financial Services, Inc.
Mesa, AZ Full Time
POSTED ON 4/5/2025 CLOSED ON 4/22/2025

What are the responsibilities and job description for the Insurance and Financial Services Position position at Hoerner Insurance and Financial Services, Inc.?

Insurance and Financial Services Position - State Farm Agent Team Member

Are you outgoing and customer-focused? Do you enjoy working with the public? If you answered yes to these questions, working for a State Farm independent contractor agent may be the career for you! State Farm agents are entrepreneurs that market State Farm insurance and financial service products.

This position is with a State Farm independent contractor agent, not with State Farm Insurance Companies. Employees of State Farm agents must be able to successfully complete any applicable licensing requirements and training programs.

Desired qualities include:

Ethical and Honest

Must have applicable license or must obtain applicable licensing requirements.

Sales experience (outside sales or inside sales representative, retail sales associate, or telemarketing) preferred

Interest in marketing products and services based on customer needs

Excellent communication skills - written, verbal and listening

Excellent interpersonal skills

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 clients

Achieve mutually agreed upon marketing goals

Provide timely and thorough activity reports to agent

Experience in marketing

Ability to conduct interviews in the office

Ability to assess client needs and conduct effective interviews

Ability to effectively relate to a client

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

Experience in marketing financial products

Knowledge of financial services products

Responsibilities:

Develop leads, schedule appointments, identify customer needs, and market appropriate products and services.

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.

Maintain a strong work ethic with a total commitment to success each and every day.

As an agent team member, you will receive:

Hourly pay plus commission/bonus

Paid time off (vacation and personal/sick days)

Job Type: Full-time

Pay: $40,000.00 - $65,000.00 per year

Benefits:

  • Paid time off

Supplemental Pay:

  • Bonus opportunities
  • Commission pay

License/Certification:

  • Property & Casualty License (Required)
  • Life & Health Insurance License (Preferred)

Ability to Commute:

  • Mesa, AZ 85202 (Required)

Ability to Relocate:

  • Mesa, AZ 85202: Relocate before starting work (Required)

Work Location: In person

Salary : $40,000 - $65,000

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