Insurance Advisor: Client Relationships & Growth

Stewart Perry; Lexington (KY); On-site; USD 40,000 - 60,000; Full time

Benefits offered by this job

401K

Salary plus commission/bonus

Paid time off (vacation and personal/sick days)

Growth potential/Opportunity for advancement

Job summary

Stewart Perry, a State Farm Agent in Lexington, KY, seeks an Insurance Staff Position team member. This role involves building customer relationships and educating clients on insurance products, including auto, home, and life insurance.

The ideal candidate is enthusiastic about financial products and will work to meet marketing goals while helping clients manage risks and achieve their dreams. A Property and Casualty license is required, and a Life and Health license must be obtained.

Qualifications

• Sales experience preferred (inside/outside/telemarketing).
• Enthusiastic about helping people with insurance and financial products.
• Ability to make presentations to potential customers.
• Ability to conduct effective interviews.

Responsibilities

• Establish and maintain customer relationships.
• Educate customers about various insurance options.
• Develop leads and schedule appointments.
• Meet marketing goals with the agent.

Skills

Sales experience

Self-motivated

Presentation skills

Customer needs assessment

Education

Property and Casualty license (must be able to obtain)

Life and Health license (must be able to obtain)

Job description

Stewart Perry, a State Farm Agent in Lexington, KY, seeks an Insurance Staff Position team member. This role involves building customer relationships and educating clients on insurance products, including auto, home, and life insurance.

The ideal candidate is enthusiastic about financial products and will work to meet marketing goals while helping clients manage risks and achieve their dreams. A Property and Casualty license is required, and a Life and Health license must be obtained.