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Customer Service Representative - State Farm Agent Team Member

State Farm Agent

City of Edinburgh

On-site

GBP 40,000 - 60,000

Full time

12 days ago

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Job summary

An established industry player is seeking a Customer Service Representative to join their dynamic team. In this role, you will leverage your understanding of financial products to assist clients in managing everyday risks while achieving their financial goals. Your analytical skills and customer-focused approach will be essential in educating clients about various insurance options and financial services. This position offers a competitive salary, performance-based bonuses, and opportunities for growth within a supportive environment. If you are passionate about helping others and have a knack for sales, this is the perfect opportunity for you.

Benefits

401(k)
401(k) matching
Bonus based on performance
Paid time off
Growth potential

Qualifications

  • Proven experience as a financial services representative.
  • Must obtain relevant financial service licenses.

Responsibilities

  • Educate customers about insurance options using a needs-based review process.
  • Develop leads and schedule appointments to market products.

Skills

Analytical skills
Communication skills
Customer service skills
Mathematical skills
Organizational skills
Problem-solving skills

Education

Bachelor's degree in finance, economics, or accounting

Tools

Microsoft Office

Job description

Benefits

  • 401(k)
  • 401(k) matching
  • Bonus based on performance
  • Competitive salary
Role Description

As a Customer Service Representative with Raul Resendez State Farm Insurance Agencies, you will successfully market the financial products that manage everyday risks. Your proficient knowledge of financial products reinforces your sales-minded and consultative approach to educating customers on their financial options. Your analytical precision makes you an invaluable resource to customers and a competitive addition to a successful agency.

Responsibilities

  • 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.
Qualifications

  • Bachelor's degree in finance, economics, accounting, or a related field preferred but not required.
  • Must be able to obtain relevant financial service licenses.
  • Proven experience working as a financial services representative.
  • Sound knowledge of financial legislation.
  • Proficiency in Microsoft Office applications.
  • Strong mathematical skills.
  • Excellent analytical, organizational, and problem-solving skills.
  • Effective communication skills.
  • Exceptional customer service skills.
  • Successful track record of meeting sales goals/quotas preferred.
Additional Benefits

  • Salary plus commission/bonus
  • Paid time off (vacation and personal/sick days)
  • Growth potential/Opportunity for advancement within my office.
Compensation: $12.00 - $18.00 per hour

My Team's Mission Is To Help People Manage The Risks Of Everyday Life, Recover From The Unexpected And Realize Their Dreams. We Are Located In Edinburg, TX And Help Customers With Their Insurance And Financial Services Needs, Including:

  • Auto insurance
  • Home insurance
  • Life insurance
  • Retirement planning
State Farm agents are independent contractors who hire their own employees. State Farm agents’ employees are not employees of State Farm. Agents are responsible for and make all employment decisions regarding their employees.
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