Financial Services Advisor – Insurance & Growth

Mike-Lucas-State-Farm-Agent; Morris (IL); On-site; USD 55,000 - 105,000; Full time

Benefits offered by this job

401(k)

401(k) matching

Health insurance

Opportunity for advancement

Paid time off

Vision insurance

Wellness resources

Job summary

Mike-Lucas-State-Farm-Agent in Morris, IL seeks a Financial Services Representative – State Farm Agent Team Member to grow the business through value-based conversations and outstanding customer experience.

You will engage customers, discuss insurance and financial products, and contribute to growth with quality service. A license in Property & Casualty is required; Life/Health licenses are encouraged.

Qualifications

• Sales experience preferred.
• Excellent communication skills, written and verbal.
• Self-motivated with ability to thrive in a fast-paced environment.
• Ability to make presentations to potential customers.
• Experience in marketing.
• Must hold Property & Casualty license currently.
• Life and Health license to obtain.

Responsibilities

• Provide prompt, accurate, and friendly customer service for inquiries regarding insurance availability, eligibility, coverages, policy changes, transfers, claim submissions, and billing clarification.
• Use a needs-based approach 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.

Skills

Sales experience

Communication

Self-motivated

Presentation skills

Marketing experience

Education

Property and Casualty license

Life and Health license (to obtain)

Job description

Mike-Lucas-State-Farm-Agent in Morris, IL seeks a Financial Services Representative – State Farm Agent Team Member to grow the business through value-based conversations and outstanding customer experience.

You will engage customers, discuss insurance and financial products, and contribute to growth with quality service. A license in Property & Casualty is required; Life/Health licenses are encouraged.