Insurance Advisor: Grow Clients with Coverage Solutions

Emily Tieman - State Farm Agent; Missoula (MT); On-site; USD 42,000 - 64,000; Full time

Benefits offered by this job

Flex Benefit

Bonus based on performance

Paid time off

Training & development

Job summary

Emily Tieman - State Farm Agent in Missoula, MT is seeking a motivated sales professional to help clients protect what matters most. You’ll build relationships, present coverage options, and guide clients through recommendations with a focus on accuracy and great service.

Responsibilities include following up on leads, conducting needs discussions, presenting quotes, and maintaining CRM documentation. Licenses for Property & Casualty and Life & Health insurance are required, with training and

Qualifications

• Licenses for Property & Casualty and Life & Health insurance are required.
• Sales experience is preferred for meeting targets.
• Strong communication skills and attention to detail required.

Responsibilities

• Follow up on leads / referrals and schedule appointments.
• Conduct consultative needs discussions and identify appropriate coverage.
• Present quotes/proposals and explain recommendations clearly.
• Maintain accurate documentation and update records in our CRM.
• Follow through on next steps (applications, policy issuance, endorsements, servicing coordination).
• Track activity and results.

Skills

Sales experience

Strong communication

Detail-oriented

Education

Property & Casualty Insurance License

Life & Health Insurance License

Tools

CRM software

Documentation systems

Job description

Emily Tieman - State Farm Agent in Missoula, MT is seeking a motivated sales professional to help clients protect what matters most. You’ll build relationships, present coverage options, and guide clients through recommendations with a focus on accuracy and great service.

Responsibilities include following up on leads, conducting needs discussions, presenting quotes, and maintaining CRM documentation. Licenses for Property & Casualty and Life & Health insurance are required, with training and