Financial Services Team Member — Growth & Customer Impact

Lindsay Perrico - State Farm Agent; Lakewood (OH); On-site; USD 42,000 - 56,000; Full time

Benefits offered by this job

Hourly pay

Paid time off

Growth opportunities

Job summary

Lindsay Perrico - State Farm Agent in Lakewood, Ohio is seeking a Financial Services Position – State Farm Agent Team Member to join a high-energy, customer-focused team. You will help clients understand insurance and financial products through value-based conversations and a memorable service experience.

Responsibilities include handling inquiries, educating customers on options, developing leads, scheduling appointments, and meeting marketing goals.

Qualifications

• Sales experience preferred and a track record of meeting sales goals.
• Excellent written and verbal communication skills.
• Self-motivated with an entrepreneurial spirit.
• Ability to present to potential customers and educate on options.
• Experience in marketing and developing leads.
• Currently licensed in Property and Casualty; Life and Health license obtainable.

Responsibilities

• Provide prompt, accurate, and friendly customer service regarding insurance options and billing.
• Educate customers using a needs-based approach about insurance options.
• Develop leads, schedule appointments, and market products and services.
• Work with the agent to establish and meet marketing goals.

Skills

Sales experience

Excellent communication

Self-motivated

Entrepreneurial mindset

Presentation ability

Marketing experience

Education

Property and Casualty license

Life and Health license

Job description

Lindsay Perrico - State Farm Agent in Lakewood, Ohio is seeking a Financial Services Position – State Farm Agent Team Member to join a high-energy, customer-focused team. You will help clients understand insurance and financial products through value-based conversations and a memorable service experience.

Responsibilities include handling inquiries, educating customers on options, developing leads, scheduling appointments, and meeting marketing goals.