Financial Services Assistant – State Farm Agent Team Member

Twitty Insurance; Illinois; On-site; USD 38,000 - 55,000; Full time

Job summary

A leading insurance agency in Schaumburg, IL is seeking a Financial Representative to support agents and enhance customer relationships. This role offers a dynamic environment with opportunities for growth and income expansion, focusing on client service and sales.

Benefits

Salary plus commission/bonus

Paid time off

Health benefits

Profit sharing

Growth potential

Qualifications

• Sales experience preferred in various roles.
• Able to obtain necessary insurance licenses.

Responsibilities

• Establish and follow up on customer relationships.
• Provide accurate and friendly customer service.
• Educate customers about insurance options.

Skills

Customer Service

Sales

Communication

Education

Property and Casualty License

Life/Health License

Job description

Full Time in Schaumburg, IL

Financial Representative – State Farm Agent Team Member

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)
• Health benefits
• Profit sharing
• Growth potential/Opportunity for advancement within my office

About Brett Twitty

• Our team has over 70 years of industry experience
• Home, Business & Evening Appointments Available
• State Farm Employee since 2002
• Second Generation State Farm Agent
• We welcome state to state transfers
• University of Iowa

Hours: Weekdays 9-5

Compensation: $38,000.00 - $55,000.00 per year

State Farm agents are independent contractors who hire their own employees. State Farm agents’ employees are not employees of State Farm. Agents are responsible for and make all employment decisions regarding their employees.

Join a community of good neighbors

Make a difference in your community every day.

Gain confidence and grow your dream career.

Earn benefits and rewards that are second to none.