What are the responsibilities and job description for the Insurance and Financial Services Position - State Farm Team Member position at Jonathan Calhoun - State Farm Agent?
Benefits :
401(k) matching
Competitive salary
Health insurance
Opportunity for advancement
Paid time off
Training & development
ROLE DESCRIPTION :
Do you have aspirations to run your own business? If so, you may want to consider working in the office of Jonathan Calhoun - State Farm Agent. As a member of our agency team, you have an opportunity to experience first-hand what it takes to be a State Farm Agent. You will build and develop customer relationships within the community to promote State Farm products including auto, home and life insurance. This position will allow you to experience working in an agent's office and to explore the opportunity to become a State Farm agent yourself.
RESPONSIBILITIES :
Establish customer relationships and follow up with customers, as needed.
Use a customer-focused, needs-based review process to educate customers about insurance options.
Work with the agent to establish and meet marketing goals.
Develop leads, schedule appointments, identify customer needs, and market appropriate products and services.
Maintain a strong work ethic with a total commitment to success each and every day.
Requirements :
Sales experience (outside sales or inside sales representative, retail sales associate, or telemarketing) preferred
Successful track record of meeting sales goals / quotas preferred
Interest in marketing products and services based on customer needs
Excellent interpersonal skills
Excellent communication skills - written, verbal and listening
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
People-oriented
Organizational skills
Self-motivated
Detail oriented
Proactive in problem solving
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 customers
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 conduct interviews in the office and in customer's home or business
Ability to assess customer needs and conduct effective interviews
Ability to effectively relate to a customer
Ability to execute a detailed business plan
Knowledge of financial services products
Knowledge of life products
Property and Casualty license (must be able to obtain)
Life and Health license (must be able to obtain)
Series 6 and 63 (must be able to obtain)
Courses on ethical and customer centered sales practices will be required
Selected candidate is expected to remain current in product changes, licensing, technical developments, and continuing education
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