Client-Focused Insurance & Financial Services Advisor

Daniela Melendez - State Farm Agent; Charlotte (NC); On-site; USD 35,000 - 50,000; Full time

Benefits offered by this job

Bonus based on performance

Employee discounts

Paid time off

Training & development

Job summary

Daniela Melendez - State Farm Agent in Charlotte, North Carolina is seeking a dedicated Insurance and Financial Services Team Member to enhance client service. You will play a vital role in guiding customers through their insurance and financial options, ensuring they receive tailored solutions for their needs.

This role calls for someone who is detail-oriented, possesses strong communication skills, and is committed to providing top-notch customer service. Competitive pay, bonuses, and various employee benefits are part of the offer.

Qualifications

• Must develop strong client relationships and provide excellent service.
• Capable of learning insurance products and financial solutions quickly.
• Organized and able to manage various tasks efficiently.

Responsibilities

• Greet and assist clients in a professional manner.
• Maintain records and update policy information accurately.
• Support sales goals by identifying cross-sell opportunities.

Skills

Strong communication and interpersonal skills

Detail-oriented

Ability to multitask

Proficient in Microsoft Office Suite

Education

Necessary State insurance licenses

Job description

Daniela Melendez - State Farm Agent in Charlotte, North Carolina is seeking a dedicated Insurance and Financial Services Team Member to enhance client service. You will play a vital role in guiding customers through their insurance and financial options, ensuring they receive tailored solutions for their needs.

This role calls for someone who is detail-oriented, possesses strong communication skills, and is committed to providing top-notch customer service. Competitive pay, bonuses, and various employee benefits are part of the offer.