Agent's Executive Assistant - State Farm Agent Team Member

Michael Fortado - State Farm Agent; Plano (TX); On-site; USD 40,000 - 75,000; Full time

Job summary

Michael Fortado - State Farm Agent is seeking an Agent's Executive Assistant to support daily operations, customer relations, and growth initiatives in Plano, TX. The role involves promoting auto, home and life insurance, building relationships in the community, and gaining exposure to the agent’s business model.

Responsibilities include serving inquiries, educating clients on options, achieving marketing goals, and lead development.

Qualifications

• Strong customer service focus and communication at all levels.
• Ability to present and educate customers on insurance options.
• Self-motivated with goal-oriented sales mindset.
• Experience in marketing and developing leads.

Responsibilities

• Provide prompt, accurate, and friendly customer service.
• Educate customers about insurance options using needs-based reviews.
• Work with the agent to establish and meet marketing goals.
• Develop leads, schedule appointments, identify customer needs, and market products.

Skills

Customer service

Communication

Self-motivated

Presentation skills

Sales experience

Marketing experience

Education

Insurance license prerequisites

Job description

Future Opening: Agent's Executive Assistant - State Farm Agent Team Member

Position Overview

Do you have aspirations to run your own business? If so, you may want to consider working in the office of Michael Fortado - 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

• 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.
• Work with the agent to establish and meet marketing goals.
• Develop leads, schedule appointments, identify customer needs, and market appropriate products and services.

As an Agent Team Member, you will receive…

• Salary plus commission/bonus
• Profit sharing
• Paid time off (vacation and personal/sick days)
• Growth potential/Opportunity for advancement within my agency

Requirements

• Sales experience (outside sales or inside sales representative, retail sales associate, or telemarketing) preferred
• Successful track record of meeting sales goals/quotas preferred
• 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
• Self‑motivated
• Ability to make presentations to potential customers
• Achieve mutually agreed upon marketing goals
• Experience in marketing
• Property and Casualty license (must be able to obtain)
• Life and Health license (must be able to obtain)

Compensation: $40,000.00 - $75,000.00 per year

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. State Farm agents are independent contractors who hire their own employees. State Farm agents’ employees are not employees of State Farm.

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.