Client Relationship Advisor - Insurance & Financial Services

Andrew Bailor; Cottonwood (AZ); On-site; USD 50,000 - 80,000; Full time

Benefits offered by this job

Simple IRA

Paid time off (vacation and personal/s

Flexible hours

Growth potential/Opportunity for ADV

Job summary

State Farm Agent Team Member in Cottonwood, AZ is seeking an outgoing, customer-focused individual for a full-time position. You'll establish customer relationships, educate clients about insurance options using a needs-based review, and help grow the agency by developing leads and scheduling appointments.

This role offers salary plus commission, paid time off, flexible hours, and growth potential within the agency.

Qualifications

• Excellent communication skills - written, verbal and listening.
• People-oriented and able to build rapport with customers.
• Detail oriented with focus on accuracy and follow-through.
• Proactive in problem solving and finding solutions.
• Able to learn computer functions and basic systems.
• Ability to work in a team environment and collaborate.

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.
• Develop leads, schedule appointments, identify customer needs, and market appropriate products and services.

Skills

Excellent communication skills

People-oriented

Detail oriented

Proactive in problem solving

Able to learn computer functions

Ability to work in a team environment

Interest in marketing products and -:s

Job description

State Farm Agent Team Member in Cottonwood, AZ is seeking an outgoing, customer-focused individual for a full-time position. You'll establish customer relationships, educate clients about insurance options using a needs-based review, and help grow the agency by developing leads and scheduling appointments.

This role offers salary plus commission, paid time off, flexible hours, and growth potential within the agency.