Financial Services Representative - State Farm Agent Team Member

Kendradelage; Long Prairie (MN); On-site; USD 40,000 - 60,000; Full time

Benefits offered by this job

Bonus based on performance

Opportunity for advancement

Paid time off

Training & development

Flexible schedule

Job summary

Kendradelage is seeking a Financial Services Representative to join their State Farm Agent Team. This role focuses on delivering exceptional customer service while assisting clients with their insurance needs throughout significant life events.

The candidate will manage various tasks in a fast-paced environment and must possess strong multitasking abilities, excellent communication skills, and a passion for helping others. Training and support for obtaining insurance licenses will be provided.

Qualifications

• Strong multitasking skills with the ability to prioritize effectively.
• Excellent communication and interpersonal skills.
• Ability to thrive under pressure and meet deadlines.
• Commitment to obtaining and maintaining Property/Casualty and Life/Health insurance licenses.

Responsibilities

• Deliver exceptional customer service with a warm, friendly attitude.
• Assist customers with insurance needs related to home, auto, life, and health.
• Support clients through various life events.
• Process insurance documentation required by lenders.
• Guide customers through the claims process.
• Meet sales quotas and deadlines.
• Continuously learn new insurance regulations and systems.
• Schedule appointments and follow up with customers.

Skills

Multitasking

Communication

Interpersonal skills

Pressure handling

Job description

Benefits

• Bonus based on performance
• Opportunity for advancement
• Paid time off
• Training & development
• Flexible schedule

Role Description

As a Financial Services Representative - State Farm Agent Team Member with Kendra Delage - State Farm Agent. At our agency, insurance is more than just a business—it is a personal commitment to protecting what matters most to our customers: their homes, vehicles, health, lives, and financial futures. We are not looking for average; we are searching for kindred spirits who love their career and strive to be the best at what they do.

Position Overview

You will play a vital role in guiding our customers through life’s significant moments—merging households, purchasing homes and vehicles, planning for family futures, and navigating claims during challenging times. Your goal will be to make every interaction the best part of someone’s day while managing a variety of tasks in a fast-paced environment.

Key Responsibilities

• Deliver exceptional customer service with a warm, friendly attitude in person, over the phone, via text, and email.
• Assist customers with insurance needs related to home, auto, life, and health policies.
• Support clients through various life events such as marriage, home purchase, childbirth, college planning, retirement, and loss of loved ones.
• Process and manage insurance documentation required by lenders and other institutions.
• Guide customers through the claims process, providing support and reassurance.
• Meet sales quotas and deadlines while keeping compliance with licensing laws and company policies.
• Continuously learn and adapt to new insurance regulations, computer programs, and customer management systems.
• Schedule appointments and follow up with customers to ensure satisfaction.

Qualifications

• Strong multitasking skills with the ability to prioritize effectively.
• Excellent communication and interpersonal skills.
• Ability to thrive under pressure and meet deadlines.
• Commitment to obtaining and maintaining Property/Casualty and Life/Health insurance licenses (training and support provided).
• Background check required; convicted felons need not apply.
• Previous experience in insurance sales or customer service is a plus but not needed.
• A passion for helping others and a desire to build a long-term career in insurance.

What We Offer

• Competitive base salary plus commissions.
• Multiple opportunities for bonuses and incentives.
• A dynamic, rewarding work environment where no two days are the same.
• Continuous training and professional development.
• A supportive team culture that values dedication and excellence.