Financial Account Representative – State Farm Agent Team Member

Claudia Salas - State Farm Agent; Dallas (TX); On-site; USD 40,000 - 65,000; Full time

Benefits offered by this job

Salary plus commission/bonus

Profit sharing

Paid time off

Growth potential within the agency

Job summary

Claudia Salas - State Farm Agent is looking for a Financial Account Representative to deliver outstanding customer service and drive business growth. Candidates must possess sales experience and communication skills, demonstrating a commitment to helping clients manage their risks and realize dreams.

This role offers a competitive salary of $40,000.00 - $65,000.00 per year with potential bonuses and profit sharing. Join a supportive team where personal growth is encouraged!

Qualifications

• Sales experience preferred in various fields.
• Track record of meeting sales goals is advantageous.
• Proficiency in communication, both written and verbal.

Responsibilities

• Provide prompt and accurate customer service.
• Educate customers about insurance options.
• Develop leads and establish marketing goals.

Skills

Sales experience

Excellent communication skills

Self-motivated

Detail oriented

Proactive in problem solving

Job description

Position Overview

Successful State Farm Agent is seeking a qualified professional to join their winning team for the role of Financial Account Representative – State Farm Agent Team Member. We seek an energetic professional interested in helping our business grow through value-based conversations and remarkable customer experience. If you are a motivated self starter who thrives in a fast-paced environment, then this is your opportunity for a rewarding career with excellent income and growth potential.

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.

Benefits

• 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
• Detail oriented
• Proactive in problem solving
• Dedicated to customer service
• Pride in getting work done accurately and timely
• Ability to make presentations to potential customers
• Achieve mutually agreed upon marketing goals
• Experience in marketing
• Knowledge of financial services products
• Property and Casualty license (must be able to obtain)
• Property and Casualty license (must have currently)
• Life and Health license (must be able to obtain)

Compensation: $40,000.00 - $65,000.00 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.

About Our Agency

• Our mission is to help people manage the risks of everyday life, recover from the unexpected and realize their dreams.
• Our office is located in Irving Texas.
• Additional languages spoken: Spanish