Financial Account & Insurance Advisor – Entry Level Growth

State Farm; Parker (CO); On-site; USD 45,000 - 80,000; Full time

Benefits offered by this job

401(k) matching

Paid time off

Growth potential/Advancement

Bonus based on performance

Training & development

Job summary

State Farm Agent Team Member in Parker, CO seeks an energetic, entry-level Financial Account Representative to transform leads into lasting client relationships. You will balance service excellence with sales goals, learning to educate customers on insurance options while advancing the agency’s business objectives.

With 401(k) matching, PTO, and advancement opportunities, the role offers a path to growth in a dynamic environment. Training and development are provided to help you succeed.

Qualifications

• Mutually agreed upon sales goals achievable.
• Dedicated to customer service.
• Sales experience preferred; outside/inside sales or telemarketing acceptable.
• Able to obtain Property and Casualty License.
• Able to obtain Life/Health License.
• Marketing products based on customer needs.

Responsibilities

• Establish customer relationships and follow up with customers as needed.
• Maintain high activity throughout the day.
• Effective time management.
• Provide prompt, accurate, and friendly customer service, including inquiries on insurance availability, coverages, policy changes, transfers, billing.
• Educate customers about insurance options using a needs-based review process.
• Communicate effectively to meet customer needs and promote business growth.
• Develop leads, schedule appointments, identify needs, and market appropriate products and services.

Skills

Sales goals

Customer service

Sales experience

P&C license

Life/Health license

Needs-based marketing

Job description

State Farm Agent Team Member in Parker, CO seeks an energetic, entry-level Financial Account Representative to transform leads into lasting client relationships. You will balance service excellence with sales goals, learning to educate customers on insurance options while advancing the agency’s business objectives.

With 401(k) matching, PTO, and advancement opportunities, the role offers a path to growth in a dynamic environment. Training and development are provided to help you succeed.