Insurance Advisor — Build Relationships & Drive Growth

Peterschiro; Sacramento (CA); On-site; USD 50,000 - 75,000; Full time

Benefits offered by this job

Draw plus commission

Job summary

State Farm independent contractor agency in Sacramento, CA seeks a full-time Agent Team Member to deliver exceptional customer service and drive insurance product sales. The role includes lead development, appointment scheduling, and educating clients on options, with licensing paths for Property/Casualty and Life/Health to be obtained as needed.

The team emphasizes a high-energy, customer-focused environment, ongoing training, and a goal-oriented approach to growth within a busy office setting.

Qualifications

• Excellent interpersonal skills and ability to communicate clearly with customers.
• Strong verbal and written communication skills.
• People oriented with customer-first mindset.
• Organizational skills and attention to detail.
• Self-motivated and able to work in a team.
• Willingness to learn licensing and product changes.

Responsibilities

• Establish customer relationships and follow up with customers as needed.
• Provide prompt, accurate, and friendly customer service, including inquiries about insurance options and billing.
• Educate customers on insurance options using a needs-based review process.
• Work with the agent to establish and meet marketing goals.
• Develop leads, schedule appointments, identify needs, and market products and services.
• Maintain a strong work ethic and commitment to success.

Skills

Interpersonal

Communication

Teamwork

Multitasking

Problem solving

Sales ability

Presentation

Computer skills

Proactive

Job description

State Farm independent contractor agency in Sacramento, CA seeks a full-time Agent Team Member to deliver exceptional customer service and drive insurance product sales. The role includes lead development, appointment scheduling, and educating clients on options, with licensing paths for Property/Casualty and Life/Health to be obtained as needed.

The team emphasizes a high-energy, customer-focused environment, ongoing training, and a goal-oriented approach to growth within a busy office setting.