Customer Service & Insurance Advisor - Growth & Leads

Andy Roethele Insurance & Financial Services; Plano (TX); On-site; USD 42,000 - 70,000; Full time

Benefits offered by this job

Health reimbursement plan

Retirement plan

Leads provided

Growth opportunities

Agent Aspirant program

Job summary

Andy Roethele Insurance & Financial Services in Plano and Highland Village seeks an outgoing, customer-focused candidate to market State Farm insurance and financial services while building strong relationships. You'll help educate customers about options and grow the book of business.

This role offers a supportive team environment with leads provided, in-house marketing, performance bonuses, and growth through the Agent Aspirant program, enabling advancement to ownership or agency roles.

Qualifications

• Interest in marketing products and services based on customer needs.
• Excellent communication skills - written, verbal and listening.
• People-oriented.
• Detail oriented.
• Proactive in problem solving.
• Able to learn computer functions.
• Ability to work in a team environment.
• Willing to work between both offices (Highland Village and Plano, TX).

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.

Job description

Andy Roethele Insurance & Financial Services in Plano and Highland Village seeks an outgoing, customer-focused candidate to market State Farm insurance and financial services while building strong relationships. You'll help educate customers about options and grow the book of business.

This role offers a supportive team environment with leads provided, in-house marketing, performance bonuses, and growth through the Agent Aspirant program, enabling advancement to ownership or agency roles.