What are the responsibilities and job description for the Life and Financial Sales Agent position at Jerry Vestesen District Office?
Job Description
Join Jerry Vestesen District Office, a Farmers Insurance District office located in the vibrant city of Chico, California. As a Life and Financial Sales Agent, you will have the opportunity to work directly with clients, providing essential financial planning services and life insurance solutions. Our office fosters a positive and inviting atmosphere, focused on helping individuals and families secure their financial future. Earn a monthly base, plus unlimited commission opportunity without having to cold call for new business. We are looking for a high level sales producer to cross sale life and financial services to our over 50,000 policy holders.
Benefits
Paid Time Off (PTO)
Flexible Schedule
Mon-Fri Schedule
Career Growth Opportunities
Hands on Training
Responsibilities
Client Consultation: Engage with clients to understand their financial and insurance needs, offering tailored advice and solutions.
Policy Analysis: Assess client requirements and recommend insurance and financial products that align with their goals and objectives.
Premium Collection: Assist clients with premium payments, ensuring accurate processing and timely follow-ups.
Client Retention: Build and maintain strong relationships with clients to ensure satisfaction, loyalty, and long-term partnerships.
Contract existing Farmers clients to offer a life and financial service review.
Requirements
Licensing: Must hold a valid Life and Health Insurance License in California or be able to obtain one. Sales Experience: Previous experience in life insurance or financial services sales is preferred. Interpersonal Skills: Excellent communication and relationship-building abilities to connect with clients effectively. Goal-Oriented: Motivated by achieving sales targets and helping clients secure their financial future. Local Market Knowledge: Familiarity with the Chico, California area and its demographics. Professionalism: Maintain a professional demeanor and ethical behavior in all client interactions. Tech Proficiency: Proficient in using sales and CRM software to manage client information and track progress.
Salary : $2,500 - $4,500
