What are the responsibilities and job description for the Insurance and Financial Services Position - State Farm Team Member position at Roger Allen - State Farm Agent?
Benefits:
ROLE DESCRIPTION:
In a sales role for Allen insurance, you are vital to our daily business operations and customers’ success. You grow our agency through meaningful customer relations and acting as a liaison between customer needs and agency departments. You improve the lives of our customers by proactively marketing relevant products and services.
Grow your career as you improve your community. As an attentive, sociable, and sales-minded professional, we are eager to have you on our team.
RESPONSIBILITIES:
- advancement opportunities
- Paid holidays off
- Great work atmosphere
- Weekends off
- Bonus based on performance
- Competitive salary
- Flexible schedule
- Opportunity for advancement
- Training & development
ROLE DESCRIPTION:
In a sales role for Allen insurance, you are vital to our daily business operations and customers’ success. You grow our agency through meaningful customer relations and acting as a liaison between customer needs and agency departments. You improve the lives of our customers by proactively marketing relevant products and services.
Grow your career as you improve your community. As an attentive, sociable, and sales-minded professional, we are eager to have you on our team.
RESPONSIBILITIES:
- Meet and exceed sales goals—daily, weekly, and monthly.
- Assist with policy applications, renewals, and provide top-notch service.
- Stay sharp with product knowledge and ongoing training.
- Keep accurate records of customer interactions (because details matter!).
- Have strong phone skills
- Strong communication and interpersonal skills—you’re a natural at making connections.
- A go-getter attitude with a knack for multitasking.
- Experience in customer service or sales? That’s a plus!
- A passion for helping people and making a difference in the community.
- Develop and maintain customer relationships in insurance and financial services.
- Consult customers with comprehensive financial planning and insurance options.
- Assist customers with retirement planning, investment management, and insurance needs.
- Stay current with market trends and product offerings.
- 3 years of experience in insurance and financial services.
- Communication and interpersonal skills.
- Demonstrated sales experience in the insurance and financial services industry.