Financial Representative – State Farm Agent Team Member

Brett Twitty - State Farm Agent; Schaumburg (IL); On-site; USD 38,000 - 55,000; Full time

Benefits offered by this job

Salary plus commission/bonus

Paid time off

Profit sharing

Growth potential

Job summary

Brett Twitty - State Farm Agent in Schaumburg, IL is seeking a Financial Representative. The role is designed for professionals dedicated to customer service and sales. You will assist clients with insurance and financial services, promoting various products based on their needs.

The position offers a salary plus commission and significant growth potential. Successful candidates will be able to maintain customer relationships and provide exemplary service in a fast-paced environment.

Qualifications

• Must have a dedication to customer service.
• Sales experience preferred in related fields.
• Willingness to attain required licenses.

Responsibilities

• Establish and maintain customer relationships.
• Provide customer service and respond to inquiries.
• Educate customers about insurance options.

Skills

Customer service dedication

Sales experience

Communication skills

Marketing interest

Education

Ability to obtain Property and Casualty License

Ability to obtain Life/Health License

Job description

Role Description

Brett Twitty is seeking an organized and efficient specialist to fulfill administrative duties and support insurance agents in gaining and keeping customers. As a Financial Representative with our agency, your attention to detail, dedication to client relations, and sales-mindedness equip you for this versatile position. Your contributions as a motivated professional who thrives in a fast-paced environment pave an entryway for growing your career and expanding your income. We look forward to incorporating your energy and marketing perspective into our team as we build success together.

Responsibilities

• Establish customer relationships and follow up with customers, as needed.
• 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.
• Use exemplary communication to efficiently meet the needs of customers while promoting the development of our business.

Qualifications

• Dedicated to customer service.
• Sales experience (outside sales or inside sales representative, retail sales associate, or telemarketing) preferred.
• Able to obtain Property and Casualty License.
• Able to obtain a Life/Health License.
• Able to achieve mutually agreed upon marketing goals.
• Interested in marketing products and services based on customer needs.

Benefits

• Salary plus commission/bonus
• Paid time off (vacation and personal/sick days)
• Profit sharing
• Growth potential/Opportunity for advancement within my office

Hours

Weekdays 9-5

Compensation

$38,000.00 - $55,000.00 per year

Location

We are located in Schaumburg, IL and help customers with their insurance and financial services needs, including Auto Insurance, Home Insurance, Life Insurance, Retirement Planning, Business Insurance, Health Insurance, and Banking Solutions.