Financial Services 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/Opportunity for advancement

Job summary

Brett Twitty - State Farm Agent is looking for an organized Financial Representative to assist with administrative duties and support insurance agents. This role requires a strong dedication to customer service and an ability to thrive in a fast-paced environment.

The ideal candidate will be engaged in building customer relationships and providing exceptional service while pursuing marketing goals. This position offers a compensation range of $38,000 - $55,000 annually and includes opportunities for growth both in income and career.

Qualifications

• Dedicated to customer service.
• Sales experience preferred (outside or inside sales, retail, telemarketing).
• Able to obtain Property and Casualty License and Life/Health License.

Responsibilities

• Establish customer relationships and follow up as needed.
• Provide prompt, accurate, and friendly customer service.
• Educate customers about insurance options through a needs-based review process.
• Promote business development through exemplary communication.

Skills

Customer service dedication

Sales experience

Ability to obtain licenses

Marketing interest

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.